Welcome Page Preferences - Traditional

The Welcome Page Preferences can be set in two different manners, which is controlled by a backend setting. To set the Welcome Page Preferences using the Custom Page Builder, See Welcome Page Preferences - Custom Page Builder.

To set Welcome Page Preferences using the traditional method, go to Admin > Tools > Core Functions > Core Preferences > Welcome Page.

  1. Welcome pages can be customized at a divisional level. In addition, welcome pages can be customized by position, location, cost center, etc. To set welcome pages at divisional level, proceed to the next step. To set welcome pages for an OU other than division, See Welcome Page Availability Not By Division.
  2. Find and click the applicable division from the hierarchy.
  3. Set the preferences in the following sections. Each section is described below:
    • Welcome Greeting
    • Welcome Page Footer
    • Welcome Page Preferences
      • Formatted Message Box
      • Message Box 1-9
      • Welcome Image
      • Welcome Page Sections
  4. At the bottom of the page, arrange the Welcome Page sections selected across the three Welcome Page columns by using the arrows .
  5. Check the Overwrite custom settings for all child divisions option if applicable. This option is described below.
  6. Click Submit.

Welcome Greeting

  1. Click the Edit icon to change welcome page greeting located at top of welcome page. The default Welcome Greeting is "Welcome, {FIRSTNAME}, to your personalized corporate training center." Tags can be used within welcome greeting. Click the Save icon to save welcome greeting message. To apply changes to the portal click Submit button or continue to make additional changes to welcome page before applying.
  2. Click the Include checkbox next to Welcome Greeting to make it appear on your Welcome Page
  3. Click the Translate icon to enter translated Welcome Greeting text (if using multiple languages)

Formatted Message Box

This Formatted Message Box has an appearance consistent with the standard Welcome Page sections.

  1. Click the Edit icon to change title and message in Formatted Message Box. This allows you to create a custom message box with a custom heading. This box can contain HTML tags and has a 3000 character limit. Enter title in title field and message in body field. Click the Save icon to save. To apply changes click to the portal Submit button or continue to make additional changes in Welcome Page before applying.
  2. Click the Include checkbox next to Formatted Message Box to make it appear on your Welcome Page
  3. Click the Translate icon to enter translated Formatted Message Box text (if using multiple languages)

Message Boxes 1-9

  1. Click the Edit icon to enter or change a custom message. This box can contain HTML tags and has a 3000 character limit. Click the Save icon to save. To apply changes to the portal click Submit button or continue to make additional changes in Welcome Page before applying.
  2. Click the Include checkbox next to Message Box to make it appear on your Welcome Page
  3. Click the Translate icon to enter translated Message Box text (if using multiple languages)

Welcome Image

  1. Click the Edit icon to upload a new image or select from the drop down a previous uploaded image for the welcome page. Click the Save icon to save. To apply changes to the portal click Submit button or continue to make additional changes in Welcome Page before applying.
  2. Click the Include checkbox next to Welcome Image to make it appear on your Welcome Page

Welcome Page Sections

  1. Click the Edit icon next to the section title to change the title of any of the Welcome Page Sections listed below. Click the Save icon to save the changes. To apply changes to the portal click Submit button or continue to make additional changes in Welcome Page before applying.
  2. Click the Include checkbox next to Welcome Page Section to make it appear on your Welcome Page.
  3. If multiple languages are available for the portal, click the Translate icon to localize the Welcome Page Section text.
  4. Click the drop-down list under the Results Returned column to select the maximum number of items that are displayed in the widget. The maximum is 10.

A list of available widgets is available in Online Help. See Custom Page Builder - Available Widgets.

Overwrite Settings

Select this option to overwrite custom settings for child division OUs. If you overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

  • If there are no customizations to the child OU, then the parent OU customizations are applied to all child OUs.
  • Overwrite custom settings checkbox setting
    • If this option is selected, all child OU customizations are deleted from the database, which means the parent OU customizations will be applied to new and existing child OUs.
    • If this option is unselected, all existing child OU customizations will remain unchanged, and any new child OUs will inherit the parent OU customizations by default.
  • If a child OU has been customized to display any widgets, then regardless of the parent OU customizations, the child OU customizations are applied.
  • If a child OU has been customized to hide all widgets, then parent OU customizations will take precedence and will be applied.