Application / Business & Account Settings

Setting up a Home Page

How to Set up a Home Page

The home page can be set up for each user of your account separately.

Each user can choose between main menu pages (e.g. Dashboard, Aging Report, Invoices, etc.) and a Statement Page for a particular customer to have instant access to AR data when logging in to YayPay.

Go to the page you want to set up as default and click the "home" icon near its title:

When the changes are saved, after logging out and then logging in again, you will be redirected to the chosen page at once.

You can change the home page any time you want.


Security Settings for Home Page

Admin user (account administrator) can restrict other users' access to some pages (see https://yaypay.helpjuice.com/en_US/44476-account-settings/security-groups)

In case Admin has restricted the access to the page that has been set up as the default home page by a user, this user will be redirected to the default page, predetermined for his role when he logs in to the system. If the mentioned default page is not available for him either, he is automatically redirected to the top page in the main menu. 






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