Skip to main content

Set as Default Login Page

1. Overview

1.1. Function Description

By setting a default login page, all users can see the same BI homepage when logging in. By managing users' login entry in the BI system, data consumers can find the analysis scenarios they want to analyze more quickly.

Guandata BI supports three types of default login page settings: enterprise default login page settings, user group default login page settings, and personal default login page settings. Additionally, administrators can set priorities for default login pages, allowing related users to see a unified page when logging in.

1.gif

1.2. Application Scenarios

Setting a default login page can provide users with a unified, convenient, and information-rich entry, precise guidance, efficient positioning of focused content, directly guiding to business-focused target cards or dashboards, improving overall user experience and system usage efficiency, for example:

  • Enterprise Information Communication: When enterprises need to release important notices and information, they can publish system maintenance, version updates, and other announcements on the login page, ensuring users get important information immediately when logging in.

  • User Group Customization: Different user groups can set different default login pages. For example, sales teams, technical teams, management, etc. each have customized login pages, displaying important information or quick entries related to their work, improving work efficiency.

  • Personalization Settings: Individual users can set their own default login pages to meet different user needs and preferences.

2. Usage Guide

2.1. Default Login Page Priority

Administrators can independently adjust the login priority of three types of default login pages according to actual usage. Default login pages are displayed in priority order. If high-priority default pages are empty (not set), the next priority default page will be displayed in sequence.

The default login page priority logic is: (Enterprise) Default Page > User Group Default Page > Personal Default Page.

In the (Enterprise) default page settings, priority adjustment of default login pages is supported through drag and drop.

2.png

2.2. Enterprise Default Login Page Settings

The enterprise default login page is an important information display platform. Enterprise administrators can set a specific page or portal as the enterprise default login page. All enterprise members will access a fixed analysis dashboard or data portal after logging into BI, providing enterprise members with a more personalized and efficient data access experience. This can be a dashboard containing important enterprise indicators, or a page containing enterprise announcements and important information, or a data portal containing numerous data dashboards.

Only administrators have permission to set this. Administrators can set enterprise default pages in Management Center > Enterprise Settings > Enterprise Page Settings. Enterprise pages will always be displayed in the top directory and cannot be managed in the directory list.

3.png

2.3. User Group Default Login Page Settings

Although the enterprise default login page is unified, enterprises can still configure different data dashboard content for different user groups according to their needs, meeting personalized access experiences for specific user groups.

For example: The sales department hopes that department employees can directly jump to the sales dashboard after logging in, which can be achieved by setting user group pages.

Only administrators have permission to set user group default login pages. Administrators can add user group default login page settings in Management Center > User Management > User Groups.

4.png

Note:
1. When searching and adding pages, only pages accessible to this user group can be added.
2. If a user belongs to multiple user groups and several user groups have set user group default login pages, the most recently modified user group default page will be used.

2.4. Personal Default Login Page Settings

Users can set a page as the default display page when logging in according to their preferences and work needs, which can provide faster access to the most commonly used content.

For example: Users have specially focused dashboards and hope to access the dashboard immediately after logging in, which can be configured in Personal Account Settings.

Individual users can see the personal default page setting entry when any of the following conditions are met:

  • In the default page priority, the personal default page priority is the highest.

  • In the default page priority, the personal default page priority is not the highest, but the default pages with higher priority than it are empty (not set).

5.png