Fluid Client Assistance

MyHome Introduction

by Damian Stalls Updated on

Quick Video

Instructions

Please see the detailed steps below for customizing your MyHome page within MyPortal.  If you are a Company Admin (you have access to all tickets, invoices, etc) you can modify content seen by all users within your organization.

MyHome for End-Users

Add My Application

  1. From the MyHome page, click [ + Add ] in the upper right corner of the screen.
  2. Enter the information for the application you want to add.
  3. Click [ Submit ]

Edit / Delete My Application

  1. Click [ Edit All ] in the upper right corner of the screen.
  2. Select the application you want to edit.
  3. Make the desired changes and click [ Submit ], or if you want to remove click the wastebasket icon in the upper right corner of the window.

Set / Remove Favorite

  • To set a favorite, right click on the application, then click [ Pin to favorites ].
  • To remove a favorite, right click on the application, then click [ Unpin from favorites ].

MyHome for Company Admins

Add Company Applications

  1. From the MyHome page, click [ + Add ] in the upper right corner of the screen.
  2. Enter the information for the application you want to add.
  3. Set the applicable user groups (if needed).
  4. Click [ Submit ]

Edit / Remove Company Applications

  1. Right-click the application you want to modify, then select [ Edit ].
  2. Make the desired changes and click [ Submit ], or if you want to remove click the wastebasket icon in the upper right corner of the window.
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