Overview
The Dock homepage is the landing page your reps see when they log in. As an admin, you choose which blocks appear, what order they're in and how wide each one is. You can set one layout for Everyone or a different one for each team. You can also feature playbooks, courses and library content so reps always know where to start!
Customizing the homepage
Step 1: From the Home page, click Quick actions in the top right corner.
Step 2: Select Customize home from the dropdown.
Don't see this option? You probably don't have the appropriate permissions. This setting is limited to admins!
Step 3: Click the Team defaults sub-tab.
Step 4: Under Editing defaults for, open the Select teams dropdown and choose Everyone or choose a specific team.
Step 5: Set up your blocks (see Configuring blocks below).
Step 6: Click Preview to see the home page the way your reps will see it.
š” Quick Tip: you can select more than one team at once. Any changes you make apply to every team you selected:
Please noteāĀ Reps on a team with a default layout cannot customize their own homepage! They will see a banner explaining this.
Configuring blocks
The homepage has four blocks:
Block | What it shows |
Assignments | Courses the rep has been assigned, with due dates |
Activity | Prospect and customer activity in the rep's workspaces and on library content they've shared |
Workspaces | The workspaces the rep owns, sorted by engagement trend |
Featured | Playbooks, courses and library assets you've chosen to highlight |
For each block, you can:
Reorder: drag the handle (ā®ā®) to the left of the block name to move it up or down
Show or hide: use the toggle in the Show column
Change width: pick Full or Half from the Width dropdown. Two Half blocks in a row sit side by side.
To undo your changes and go back to the default layout, click Reset.
Adding featured items
The Featured block shows content you want reps to find quickly, like a new pitch deck, a competitive one-pager or a playbook for a product launch.
Step 1: In your settings, scroll to Featured items and click + Add item.
Step 2: Search for and select a playbook, course or library asset.
When a user is on more than one team
A user can be on more than one team, and you can set a layout for Everyone as well as for individual teams. When more than one layout applies to the same user, Dock shows the layout (toggles, ordering, and featured items) from the highest-priority team the user belongs to:
Primary team
Other teams the user is on
All teams
A userās primary team is set in their team settings. See Teams in Dock for details.
Featured items
Featured items are combined instead of replaced. The user sees items from every team theyāre on, plus items featured for Everyone. Items from their primary team appear first.
Scenario | Layout (toggles) | Featured items they see |
Userās primary team is CS. Layouts exist for CS and Everyone. | CS layout | CS items first, then Everyone items |
User is on CS (primary) and Sales. Layouts exist for both. | CS layout | CS items first, then Sales items |
User is on Implementations, which has no layout. A layout exists for Everyone | Everyone layout | Everyone items |
š” Dock Tip: Use Everyone for the default layout and featured items everyone should see, like a company-wide playbook. Then apply team layouts only where a team needs something different.
Learn more about navigating Home as a rep!