Customize Default Home for your Organization
Where your workspace offers a Dashboard-based Home, it provides an organization default and optional personal views. Navigation and the first page after login can differ by workspace.
Users without a personal Home see the organization default when they open this Home experience.
It helps introduce team members to your Enterpret account
Default Homepage
Set by organization admins
Visible to all new users
Serves as the standard onboarding experience for your organization
Users see this until they customize their own homepage
Personal Homepage
Created when users customize their view
Overrides the default homepage
Unique to each user
Not affected by changes to the default homepage
👥 Who Sees changes made to default homepage?
All new users
Existing users who haven't customized their own homepage
How to Customize the Default Homepage
Open the organization’s default Home Dashboard using the Home controls offered in your navigation. You need workspace-settings permission to change the default.
You'll be directed to the dashboard page where you can edit it
Customize the dashboard by:
Adding or removing analyses
Including relevant feeds
Adding summaries
Organizing sections for different teams
Best Practices for Default Homepage Setup
Think of your default homepage as your organization's enablement guide to Enterpret.
Rather than creating separate onboarding documents or presentations, you can build an intuitive, in-product experience that helps users understand Enterpret's capabilities while they're actively using the platform
Start with a general overview of Customer Feedback
Start with an overview of the voice of customers:
Top Reasons
Top Complaints
Top Feature Requests
Top Help Requests
Top Anomalies
Showcase Important Metadata Fields
Structure your homepage around key metadata fields:
Product Area breakdowns
Customer Segment views by Industry or Persona
Pricing Tier based breakdown
Feature-specific feedback
Channel-based insights
Pro Tips 💡
Every analysis on the dashboard can be resized and repositioned. Use this to structure your layout and keep it readable
Add loom links on key features and how to use them
Include a mix of high-level insights ( Top Reasons, Keywords) and detailed analyses ( Using metadata). Don’t overwhelm users and also showcase them what Enterpret can do for them
Add Text descriptions to help users understand each section
Consider adding a "What's New" section for updates
Frequently asked questions
Q: Can I restore the previous version of the default homepage?
A: Keep a copy of the Dashboard before making changes if you need a reference to the previous layout. Use the duplication controls offered in your workspace.
Q: Will users be notified when I make changes?
A: Users who follow the organization default see the updated Dashboard when that Home view refreshes. Check the saved Dashboard before sharing the update with your team.