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 All teams 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 All teams 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.
Learn more about navigating Home as a rep!