Creating a Universal Welcome Page

Instead of having separate entry points for different user types, you can create a universal welcome page that serves as a single entry point for all users. This approach simplifies access while still providing role-specific experiences.

What You'll Learn

You'll discover how to create a centralized entry point for your application that welcomes all users regardless of their role. This universal welcome page will dynamically adapt to show different navigation options based on each user's permissions, creating a streamlined experience where managers, employees, and administrators can all start from the same page but see only the options relevant to their responsibilities.

Before You Start

Make sure you have:

  • At least two user roles configured in your app
  • Role-based page menu settings enabled
  • Login pages configured for each role

Setting Up the Welcome Page

1. Create the Universal Login Page

First, create a page that will serve as your welcome page:

  1. Click the "+" button in the Pages section
  2. Choose "Login Page" as the page type
  3. Select "Give permission to all users"
  4. Name it "Welcome Page" or something similar

2. Add Welcome Content

Create an inviting interface for your users:

  1. Add a Rich Text element to the page
  2. Write a welcome message that applies to all users
  3. Include any login instructions or important announcements
  4. Format the text to match your app's visual style

3. Configure Role-Based Access

With the welcome page in place, the page menu will automatically show different tabs based on who's logged in:

  • Administrators will see admin-specific pages
  • Managers will see management tools
  • Employees will see their tasks and tools

Once users log in through this universal welcome page, they'll only see navigation options appropriate for their role.

Testing Your Setup

To verify everything works correctly:

  1. Go to Live App or click the Preview button
  2. Log in with different user credentials representing each role
  3. Verify each role sees only the appropriate navigation options
  4. Check that navigation works correctly between pages

Optional Enhancement: Smart Routing

For an even better user experience, you can add automatic redirection based on roles:

  1. Create a public landing page
  2. Set up Page Rules for redirection
  3. Configure role-specific destinations

For example, you could configure automatic routing to send:

  • Administrators to the Project Dashboard
  • Managers to the Team Overview
  • Employees to their Task List

This creates a seamless experience where users land exactly where they need to be after logging in.

Tip: Use clear navigation labels and consistent design across role-specific pages to maintain a cohesive feel throughout your app.