Audience: Fixably administrators (Admin login) who manage roles in System Settings > Security > Roles & Permissions.

The simplified home screen is made for staff who mostly run the same few tasks, such as a sales counter that checks devices in, sells accessories or hands repairs back. Instead of the usual dashboard, their home page shows a large button for each macro they can use, so the next task is one tap away. It works well on an iPad at the counter as well as in a desktop browser.

How it works

• It is a setting on a role, called Use simplified home screen. Everyone who holds that role gets the simplified home screen.
• The home page shows one tile per macro that is Visible on dashboard, with a Start link. The same macros are listed under the Macros button at the top of the page.
• The rest of Fixably stays as the person's roles allow: the menu, the orders list and the order page follow their permissions as usual.

Before you start

• You need an Admin login.
• Your account needs Roles & Permissions switched on. If you do not see System Settings > Security > Roles & Permissions, contact Fixably Support: they can set up the simplified home screen for you. Without Roles & Permissions, the simplified home screen also hides most of the left menu (only Orders and New order stay) and shows only a Close button on the order page.
• Decide which macros the counter needs. The tiles are the macros marked Visible on dashboard in System Settings > Macros (click a macro to see its visibility). Which macros are on the home screen, and the order they appear in, is set up by Fixably Support, as are macro steps. Contact them to add, remove or reorder a tile.

Switch on the simplified home screen for a role

1. Click your name in the top right corner, then System Settings.
2. Click Security, then Roles & Permissions.
3. Click the role, for example Sales counter, to open it. To create a new role, click Create Role; see also Default and Suggested Roles.
4. Under Global settings, switch on Use simplified home screen.
5. Click Save.

Then give the role to the staff who should use it, on their employee card. They see the simplified home screen the next time they open the home page.

Things to know

• One role is enough. If a person holds several roles and any one of them has Use simplified home screen switched on, they get the simplified home screen. Switching it off on another role does not change that. This also applies to admins, so do not give a simplified-screen role to someone who needs the normal dashboard.
• Use a dedicated role. The easiest setup is a role just for counter staff, with the permissions they need and this setting switched on. Give the rest of the team roles without it.
• Tablets and desktops, not phones. The simplified home screen is designed for iPad-sized screens and desktop browsers; it is not designed for phones.
• No macros, no tiles. If no dashboard macro is available to the person, the home page says There are no macros available for you.

Switch it off again

Switch off Use simplified home screen on the role and save, or remove the role from the person. Check every role the person holds: it must be off on all of them.

Troubleshooting

Related articles

• Default and Suggested Roles
• Troubleshooting Roles & Permissions
• How do I check in a walk-in customer with a macro?