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How does my organization customize the "WELCOME TO ACUMATICA" screen

  • 20 December 2022
  • 6 replies
  • 797 views

I am relatively new to Acumatica...I am still very much a novice when it comes to searching for solutions in this user community.

How does my organization modify/customize the “welcome” screen (see screenshot below).  Some of the information appears to be stale/out of date or of no interest to my end-users.  Would like to link with my own documents/wikis etc.

Can someone point me in the right direction on how to make changes to this page

 

 

 

Best answer by Kandy Beatty

hmarambio wrote:

I specifically mentioned that my desire was to updated/customize the  generic Acumatica page/Welcome screen (see my original screen shot)  

I am aware that HOME Page can be set to a specific screen or dashboard and preferences controlled at the user profile level but this is not what I asked.  I apologize if my original question was unclear.

Hi @hmarambio 

This article may help you more:

https://www.acumatica.com/blog/editing-acumatica-portal-home-page/

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6 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • December 20, 2022

HI @hmarambio 

You can go to Site Preferences and chose the Home Page. It can be set as a dashboard or if it is blank, you will get the generic Acumatica page.

Users can also change their Home Page as well, they simply click on My Profile at the top right corner:

 

 


Manikanta Dhulipudi
Captain II
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Please see the below article​​​

@hmarambio

 


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  • Acumatica Support Team
  • 41 replies
  • December 20, 2022

Hello,

The following help article has an array of information for new users.
My recommendation is to check out this link, which will walk you through all sorts of configurations that can be done for your personal user.

https://help-2022r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=11db7f63-426d-446f-ae74-ed0bbff80e4d

This help article has full complete instructions on how to change these preferences, as well as a full 5 minute video if you are more of a visual learner.

Have fun exploring Acumatica, and welcome to the platform :) 


  • Author
  • Freshman I
  • 6 replies
  • December 20, 2022

I specifically mentioned that my desire was to updated/customize the  generic Acumatica page/Welcome screen (see my original screen shot)  

I am aware that HOME Page can be set to a specific screen or dashboard and preferences controlled at the user profile level but this is not what I asked.  I apologize if my original question was unclear.


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2183 replies
  • Answer
  • December 20, 2022
hmarambio wrote:

I specifically mentioned that my desire was to updated/customize the  generic Acumatica page/Welcome screen (see my original screen shot)  

I am aware that HOME Page can be set to a specific screen or dashboard and preferences controlled at the user profile level but this is not what I asked.  I apologize if my original question was unclear.

Hi @hmarambio 

This article may help you more:

https://www.acumatica.com/blog/editing-acumatica-portal-home-page/


Forum|alt.badge.img+1
  • Acumatica Support Team
  • 41 replies
  • December 20, 2022

@hmarambio 
The welcome screen appears to be editable via customization, I do not see any other way to modify this screen, image below
 

 


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