Edit homepage

You can edit the homepage for the users of Collibra to encourage exploration by providing relevant and contextual content. When you edit the homepage, your changes are automatically saved (but not published) each time you click outside the section where you made the changes.

This topic describes how to edit the homepage, including how to preview and publish it.

Prerequisites

You have a global role that has the System administration global permission.

Steps

  1. Open the homepage.
    Tip The homepage opens when you sign in to Collibra, or when you click the application logo from any page in Collibra.
  2. In the upper-right corner of the page, click Edit Page.
    The homepage editor opens.
    Tip If another administrator has edited or is editing the homepage, a message indicating so appears on the homepage, for example, Draft saved 8 minutes ago by Mabel. You can, however, still edit the homepage.
  3. Edit the sections.
    Image of the Homepage in edit mode
    No.Description

    Enter a greeting.

    If you want the first name of a user to show in the greeting, enter {Name}. For example, if you enter Hello {Name}, when a user named Mabel Cable signs in, the following greeting is shown to her: Hello Mabel. If the user doesn't have a first name, their username is shown.

    Enter the text you want to show in the search field to guide users, for example, Search in Collibra.

    The top section contains cards that will be shown on the homepage, whereas the bottom section contains cards that will be hidden from the homepage. To move a card from one section to another, drag the card to where you want it in the section.

    While a total of 5 cards are available, you can show only up to 3 cards on the homepage.

    Tip On the Your Quick Links card, you can add, edit, rearrange, and delete quick links.

    Tip 
    • If you want to pause editing the homepage or want to publish the edited homepage later, in the upper-right corner of the page, click X → Close Editor. This action saves all your changes but shows the last published homepage in the view mode.
    • If you want to discard all your changes and see the last published version, click → Delete Draft. You can then continue to make new changes to the homepage.
    • If you want to discard all your changes and see the Collibra version of the homepage, which is the original version, click → Restore Collibra Version. You can then continue to make new changes to the homepage. Instead of making new changes, if you want to publish the Collibra version, click Publish.
  4. To preview the homepage, click Preview.
    A preview of the homepage is shown.
    Tip If you want to make more changes to the homepage, click Back to Editor.
  5. To publish the homepage, click Publish.
    The edited homepage is published and becomes available to all the users.