Define your home page

The home page is the first page you see when you sign in to Visma.net ERP. You can configure your home page to display one of the following:

  • A workspace dashboard: The selected workspace dashboard is copied to the home page.
    You can customise this dashboard to give you exactly the information you need at a glance.
    On dashboards, different types of information can be displayed in various presentation windows, such as text, charts, graphs, or tables, depending on your preferences and the type of data you want to see.
  • A window: You can specify a particular window as your home page. When you sign in, the system opens the window and uses it as the home page.
  1. Go to the User settings (SM203010) window to select what you want to see on your home page.
  2. Make sure you are on the General settings tab.
  3. In the Personal settings section, go to the Home page field and do one of the following:
    • Select a workspace from the site tree to use its workspace dashboard as a home page.
    • Select a specific window from the site tree to use it as your home page.
    • Leave the field blank to use the default shared dashboard as your home page.
  4. Click .