Customer Homes allow you to create tailored experiences for different customer needs, such as fleet overviews, sustainability reporting, and operational dashboards.
Understanding Customer Homes, Portals, and Portal Templates
Before creating a Customer Home, it is helpful to understand how the different components work together.
Concept | Description |
Customer Home | A Customer Home is a collection of widgets displayed as a landing page to a customer when they log into their assigned Portal.
A customer can have one or more Customer Homes assigned to them. When they log into the Portal, they can access all assigned Customer Homes and switch between them. |
Portal | A Portal is the Manager experience your customer logs into. You create the Portal and assign it to your customer.
Customer Homes are displayed inside a Portal. |
Portal Template | A Portal Template allows you to configure and reuse the same Portal setup across multiple customers.
Instead of assigning Customer Homes individually to every customer, you can assign them once through a Portal Template. |
How they work together
Create a Customer Home
Add and configure widgets
Publish the Customer Home
Assign the Customer Home:
directly to a customer
or through a Portal Template
Customers see the Customer Home in their assigned Portal
Create a Customer Home
Go to Administration page
Click on the Homes tab
Open the Customers tab
Click Create Customer Home
Enter a name and click Create
💡 Tip: Use descriptive names such as: Fleet Overview, Emissions Dashboard, Service Performance.
Add widgets
In the Home editor, click Add Widget
Filter or search the widget list, then click a widget to add it to the Customer Home.
Arrange widgets using drag-and-drop
Configure widget filters as needed
Click Save and Publish in the lower left corner
In the pop-up, select which user roles should see this Customer Home
Confirm by clicking Save and publish again
Note: Customers will only see a Customer Home after it has been both:
published
assigned to a customer or Portal Template
Assign a Customer Home
You can assign Customer Homes in two ways:
Option 1: Assign directly to a customer
Use this when a Customer Home should only be available to a specific customer.
From the left side navigation bar, click on the Customers page
Click on a customer
Open the Customer Portal tab
Edit an existing Portal or create a new one
In the Homes step, select the Customer Home(s) to share with this customer
Click Next and update the Portal
Option 2: Assign through a Portal Template
Use this when multiple customers should receive the same Customer Home configuration.
From the left side navigation bar, click on the Administration page
Select Customer Portal Templates
Open an existing template to edit it, or create a new one
In the Home step, select the Customer Home(s) to add to this portal template
Click Next and update the portal template
Note: Customers already using this template will automatically receive the assigned Customer Homes. Customers assigned to this Portal Template in the future will also receive them.
Manage existing Customer Homes
Go to:
Administration → Homes → Customers
From the three-dotted menu next to each Customer Home, you can:
Edit
Rename
Update roles
Revert to draft
Delete
Note: If a published Customer Home is reverted to draft, it will no longer be visible to customers until it is published again.
Best practices
Keep each Customer Home focused on a specific customer need or use case
Publish Customer Homes before assigning them
Republish Customer Homes after making changes
Use Portal Templates when the same Customer Home should be shared across multiple customers
Use descriptive Customer Home names so they are easy to identify when assigning them to customers and Portal Templates.
💡 Tip:
Need more help?
Click on the Messenger icon in the lower left corner to get in touch with Customer Support.