What are Pages?
Pages are a way for you to create a custom page in FreeAgent. It can contain information that's important to you or your entire team. You can access data from every application you've created within FreeAgent.
In short, it's a custom landing page you can create for individuals, teams, or your entire user base.
User Permissions: Only Administrators and App Admins can customize and create Pages
In this tutorial, we will cover the following topics:
Navigate to Pages
Go to Settings > Company > Pages.
Create New Page
First, click on the 'Add Page' button in the top right corner of the screen.
Then give your new Page a name and select the Type as "Internal". We also recommend choosing an icon to help organize your Pages.
When you're finished click on 'Save'. You'll see a notification letting you know that your Page was created successfully.
Add Widgets
After you've saved your new Page you'll be taken to the Page itself to add some widgets.
To get started click on the 'Add' button in the top right corner of the screen.
You'll then be taken to the Widget creation screen. To learn more about the types of widgets available and how to configure them see the following articles:
Any of the available widgets can be added to your Page. You can add as many as you'd like.
Once you've saved your widget you can resize and organize it on your Page.
Use Your Page as Your Home Screen
As an Admin you can create a Page and set it as the default home screen for all of your users. Go to Settings > Company > Company Settings. Paste the URL from the Page you would like as your Home Page into the 'Homepage' field. Make sure you click 'Save' when you're finished.
You can copy your Page URL by navigating to the Page you want to use and then copying the URL from the address bar in your browser.
Manage Your Pages
Pages are available to Admins on your team, therefore it includes the saved Pages from your team members. If you delete any of the Pages they will be removed for everyone on your team.
Deactivate
you can deactivate any Page by hovering your cursor over the options menu next to the name of the Page and clicking on 'Deactivate'.
You can view and reactivate Pages by clicking on the 'Show Deactivated' checkbox in the top right corner of the screen.
Filter and Search
Thanks to the search functionality you will be able to find the Page you are looking for by just typing its name in the search box. You can also use the advanced search to narrow down your Pages to display only those you need. To learn more about the advanced search, please visit the 'Advanced Search' section of the following tutorial:
You can also filter your Pages. You can do this by clicking on 'Filter' in the top right of the screen. From here you filter your views based on who created the Page, the team's access, or even who updated the Page. You can also sort and group Pages just as you can within any of your applications within FreeAgent.