Discover the homepage

Modified on Fri, 23 Aug, 2024 at 11:37 AM


The home page provides access to the platform's various functionalities from the menu to the left, and key information about your board. 


The board(s) you have access to is/are indicated at the top left of the screen. 



If you have access to several boards, a drop-down list will be displayed. You can toggle between boards by clicking on their names, or even change the module if you have more than one DiliTrust module to benefit from, from the quick access menu of your Governance Suite. 

On the home page, you can see five sections:  

  • Logo, welcome message and board description 
  • Members displayed on the homepage 
  • Calendar 
  • Latest activities (documents, polls, votes, etc.) 
  • KPIs (defined by the administrator, via the 'Configuration section', otherwise, this section will not appear)

 

Logo, Welcome Message and Board Description

The group logo is logically placed at the top left with the welcome message. The logo, welcome message and board description, can only be added or edited by the Administrators of the group.



Members

Members listed on the homepage are the members of your Board or Committee. By clicking on «See all members», you will see all members of the group and see their personal information (biography, address, etc.).



Only an administrator can add, edit, or delete members and their profile information. Users do not have access to this feature. Read more about adding members here.


Calendar

The calendar regroups all the meetings from all groups (Boards or Committees) you are a member of. 

If you have a meeting scheduled, it will be identified by a small dot under the date. 

By clicking on a meeting’s date, information about this meeting will be displayed: date – title - time. 

Read more about how to use the Calendar here.



Latest activities

In the «Latest activities» section of the homepage, you will find listed all the recently uploaded documents in meetings, in the documentation, votes, surveys, announcements, and meetings published that you have permission to access. 


This section only shows documents of one board at a time, therefore, all documents belong only to the board that you are logged into. 

To open an element of the list, click on its title. 

Non-viewed items are marked with a blue dot to their right.


As an Administrator, you can decide which documents appear to other users in this section. 

To sort them, click on the “Settings” symbol on the upper right of the “Latest activities” section. By default, all documents are on “Select all”. You can select the specific documents that you wish to appear. The unchecked documents will remain hidden from all users, including Admins. Other admins can, however, sort them as well, simultaneously. The version that will appear to other users is the one last edited by an Admin.

 

 

 

It is important to differentiate between User rights and Admin rights. 

Read more about them here.

 

 

 

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