Document Home Dashboard configuration (user/customer/tenant levels) - #614
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vvlladd28 merged 2 commits intoAug 19, 2026
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Pull request overview
Adds end-user documentation for configuring the Home dashboard resolution flow (User → Customer → Tenant) in the Dashboards guide, and cross-links it from the Users guide so readers can discover the tenant/customer-wide configuration from the per-user field.
Changes:
- Added a new “Home Dashboard” section to the Dashboards guide, including setup steps and a PE-only permission note.
- Extended the Dashboards guide tables with a new troubleshooting row and a new capability row referencing the Home dashboard topic.
- Added a cross-link from the Users guide’s Home dashboard field to the new Dashboards section.
Reviewed changes
Copilot reviewed 2 out of 2 changed files in this pull request and generated 3 comments.
| File | Description |
|---|---|
| src/content/_includes/docs/user-guide/users.mdx | Adds an inline DocLink from the per-user Home dashboard field to the Dashboards guide section. |
| src/content/_includes/docs/user-guide/dashboards.mdx | Introduces a “Home Dashboard” documentation section and adds related troubleshooting/capability table entries. |
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Pull request overview
Copilot reviewed 2 out of 2 changed files in this pull request and generated no new comments.
Suppressed comments (1)
src/content/_includes/docs/user-guide/dashboards.mdx:5
Productsis imported via the legacy~/models/...alias here, while other_includesMDX docs in this section consistently use the@models/*alias (e.g.src/content/_includes/docs/user-guide/users.mdx:4,.../customers.mdx:4,.../roles.mdx:2). Since this hunk already updates the import block, switching to@modelskeeps the file aligned with the repo’s path-alias convention.
import { Products } from '~/models/site.models';
vvlladd28
approved these changes
Aug 19, 2026
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Summary:
Adds a "Home Dashboard" section to the Dashboards guide explaining how the dashboard shown on Home is resolved (User → Customer → Tenant → built-in default) and how to set it at each level, including the Settings → Home flow for Tenant Administrators/Customer Users. Adds a troubleshooting row and cross-links from the Users guide.
Why: This flow existed in the product but had no documentation page — surfaced via a support ticket (CP-21097) where a customer couldn't find how to replace the default Tenant Admin home page.
Changes: