Customizing Business User Home Page
The Business User Home Page is a central hub where Business Users can chat with AI, access documents and, submit or track request status - customizable by Power Users to fit organizational needs.
1. Accessing Business User Home Page
For Business Users
After logging in to Coheso, Business Users are directed straight to the Home Page, which serves as their default landing page and provides immediate access to key features and resources.
For Power Users
Power Users initially land on the Chat Page. Selecting Home from the left navigation panel opens the Business User Home Page, which includes additional customization options available exclusively to Power Users.
2. Home Page Overview
The Business User Home Page is composed of several sections, each providing quick access to key features:
Chat with AI: Allows users to ask legal or compliance questions and get instant AI-powered answers. Clicking this section opens the Q&A chat interface for interactive assistance.
Submit Requests: Users can click on 'Submit Requests' to create and view requests. (There is a separate walkthrough titled “Submit Requests to Work Management” that covers the request submission process in detail.)
Access Documents: Links to your organization’s repository of policies, templates, and documentation. By clicking on this section, users can view or search for important documents curated to support the business. This ensures quick access to resources like guidelines, FAQs, and reference materials.
Your Request Status Overview: Displays a real-time visual summary of the user’s submitted requests. This section typically shows a status chart breaking down requests by status such as “Not Started,” “In Progress,” “Completed”. It allows business users to track request progress at a glance. Users can also find a + Create Request button here for convenience, which is another way to initiate a new request without navigating away.
Resources: A customizable list of links and notes that the organization provides for its users. This section might include helpful resources like onboarding guides, external websites, support contacts, or any other tools the legal team wants to share. Power users can add, edit, reorder, or remove items in this list (detailed in the next sections), whereas business users can only view them.
3. Modifying the Home Page Header (Title, Description, and Logo)
At the top of the Home Page, the organization’s brand elemants are displayed including the page title, an optional page description, and a logo. Power Users can adjust these elements as needed for their organization.
Steps to Edit the Page Title, Description, or Logo
Enter Edit Mode While viewing the Home Page as a Power User, select the pencil icon located near the top of the page header. This icon is visible only to Power Users. Selecting it opens the Edit Page Information dialog.
Update the Title In the Edit Page Information form, locate the Page Title field. Enter the desired title (e.g., change “Your Legal Front Door” to “Glidepath Legal front Door”).
Update the Description Below the title field, the Page Description can be modified to adjust the subtitle or welcome message.
Upload a Logo The Page Logo field allows uploading an image via the Upload Logo button. Supported formats include JPG, PNG, and WebP (maximum size 5 MB). Once uploaded, the logo on the Home Page (top left corner) updates from the default Coheso logo to the organization’s custom logo.
Save Changes After updating the title, description, or logo, select Save Changes. After saving, Business Users see the updated title, description, and logo when they access the Home Page.
4. Managing the Resources section
The Resources section on the Home Page allows Power Users to share useful links and notes with Business Users. Power Users have full control over this list - they can add new items, edit or remove existing ones, and arrange their order. Business Users can view and access these resources but cannot modify them.
Adding a New Resource
When no resources exist, the Home Page displays a prompt to “Add Your First Resource.” If resources already exist, a “+” (Add) icon appears in the Resources header, allowing Power Users to add more items.
To add a new resource:
Click “Add Resource” As a Power User, select the + Add Your First Resource button or the ➕ icon at the top of the Resources box. This action opens a form or dialog to enter the resource details.
Enter Resource Details
Title or Name: Provide a short, descriptive title for the resource. This title appears in the list.
Link/URL (if applicable): If the resource links to a webpage or document, enter the full URL (e.g.,
https://...). A field labeled Link will be available for this. For an email contact, amailto:link can be used.Notes/Description (optional): Optionally, add a short note or description. These notes appear below the resource title in smaller text to provide additional context to users.
Save the Resource Once the information is entered, click Add. The new resource appears in the Resources list on the Home Page and becomes visible to all users. Each resource entry typically includes an icon (indicating its type, such as link or note), a title, and any notes provided.
Power Users will also notice management icons like a pencil for editing and a trash bin for deletion next to each resource.
Editing an Existing Resource
To update or modify a resource’s details:
Click the pencil Icon Locate the resource that needs modification in the list. As a Power User, hover over it to display the pencil icon, then click the icon to open the edit form.
Update the Fields The edit form displays the current details of the selected resource. Power Users can modify the title, URL, or notes.
Save the Changes After editing, click Save Changes to confirm. The updated details appear instantly in the Resources list for all users. Business Users automatically see the updated version when viewing the Home Page.
Deleting a Resource
When a resource becomes outdated or unnecessary, it can be removed:
Click the Delete Icon Locate the resource to be removed and click the trash bin icon next to it. The system may display a confirmation prompt to prevent accidental deletion.
Confirm Deletion If prompted, confirm the deletion. Once confirmed, the resource is permanently removed from the list.
After deletion, the resource no longer appears for Business Users.
Reordering Resources
Power Users can organize resources in a preferred order to make important links easier to find.
Drag to Reorder: On the left side of each resource, a drag handle (often shown as six dots or lines) allows items to be repositioned. Click and hold the handle, drag the resource to the desired location, and release it.
The new order updates immediately and is visible to all users.
The order can be changed at any time to reflect updated priorities.
Note: Only Power Users have permission to add, edit, delete, or reorder resources. Business Users have read-only access, they can view or open links and notes but cannot make modifications.
5. Viewing Request Status on the Home Page
One of the key features of the Home Page is the Request Status Overview panel, which gives business users a quick snapshot of their legal request submissions. This section is automatically updated by the system as requests progress, showing the current state of each submission.
On the Home Page, the Request Status section typically includes:
A Request Status header with a visual chart (such as a pie or donut chart) displaying the count of requests by status.
A color key identifying each status.
A + Create Request or Submit Request button that allows users to start a new request directly from the Home Page.
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