Role-Based Homepage Layout Options

1. Overview Homepage Layout Options

 Why Homepage Layout Matters

• The homepage is the first thing every user sees when they open Xenia on web, mobile, or tablet
• The wrong layout creates friction and lowers task completion
• The right layout means zero confusion — users open the app and immediately know what to do
• Layout is set per role, not per individual user — configured in Step 3 of role creation/editing

Path: Settings → Roles → Edit → Next → Next → Homepage Layout

2. Navigate To Role Edit Settings

3. Understand Role-Based Homepage Layout

4. Default Views Layout

Layout 1: Default View (For: Admins, Owners, Power Users, anyone who needs full platform access)

• The standard Xenia experience — full sidebar navigation, all modules accessible
• No special customization; shows the full breadth of the platform
• Best for admins managing the workspace, configuring settings, or users who move across multiple modules throughout the day
• Not ideal for frontline staff — too many options can be confusing

5. Location Pulse Dashboard Importance

Layout 2: Location Pulse Dashboard (For: Store Managers, Frontline Crew, Cashiers, Cooks, Shared Store Tablets)

• A single-day, single-location focused view
• Shows all tasks due today: what's completed, what's pending, what's overdue or flagged
• Completion tracking and photos taken visible at a glance
• On mobile only: includes a Compliance Tab — allows quick export of submission data (e.g., useful if a health inspector arrives and needs to see recent temp logs)
• Drives the highest task completion rates of any layout — because employees see exactly what they need to do with zero navigation
• This is the #1 recommended layout for any store-level or frontline role

Best for: Any role working at a single location whose primary job is completing tasks and checklists

6. Above Store View Purpose

Layout 3: Above Store View (For: Regional Managers, District Managers, Area Managers — anyone overseeing multiple locations)

• A multi-location overview that shows operational health across all assigned locations, not just one
• Lets RMs and DMs see completion status, overdue tasks, and performance across their entire portfolio of locations at once
• Respects location membership — each manager only sees data for their locations
• Allows drilling down from a region/district level into specific sites
• Replaces the need for managers to manually check each store one by one

Best for: Any role that manages 2+ locations and needs a bird's-eye view of what's happening across their territory — without getting lost in individual store details

7. Field Team Dashboard Overview

Layout 4: Field Team Dashboard (For: Field Auditors, Field Inspectors, Area Coaches, anyone who moves between locations)

• Designed for users who are on the move visiting locations and conducting reviews
• Surfaces relevant tasks, submissions, and flagged items for the locations the field team member is currently visiting or assigned to
• Streamlined for action — see what needs attention at each site, complete audits, log findings
• Works well on mobile and tablet for users who aren't desk-based
  Best for: Field roles that visit multiple locations in a day — auditors, inspectors, area coaches, support staff who travel to stores

7. Audit Insights Dashboard

Layout 5: Audit Insights Dashboard (For: Quality Assurance Managers, Compliance Officers, Ops Directors, anyone running scored audits)

• A Xenia preset dashboard purpose-built around audit and inspection data
• Shows aggregate audit scores across locations — with color-coded thresholds (e.g., green = passing, yellow = warning, red = failing)
• Section-based scoring: breaks down audit performance by section within a checklist (e.g., Food Safety section vs. Cleanliness section), not just total scores
• Surfaces the most common flagged items and failure patterns across all locations
• Allows comparison by location, district, region, or franchise group
• Ideal for organizations running formal audit programs (quality walkthroughs, brand standard audits, food safety inspections)

Best for: Any role whose primary responsibility is monitoring audit compliance and quality performance across multiple locations

8. Custom Dashboard Features

Layout 6: Xenia Preset Custom Dashboards (For: Regional Directors, VPs of Operations, C-Suite, any leadership role needing analytics on their home screen)

• Fully customizable dashboards built using Xenia's widget-based dashboard builder
• Can include any combination of: completion rate charts, flagged item summaries, issue counts by category, benchmark comparisons across locations, work order status tracking, trend lines over time
• Once built, assigned to a role as its homepage — that role's users see the dashboard the moment they open Xenia
• Each role can have a different custom dashboard scoped to their specific data needs and location access
• Common examples: Area Manager Dashboard (flagged items + completion by store), Regional VP Dashboard (weekly trends + district benchmarks), GM Dashboard (today's tasks + open corrective actions)
• Custom dashboards can also be emailed automatically to stakeholders on a schedule

Note: Custom dashboards must be built first in the Reporting module before they can be assigned as a homepage layout. See the Custom Dashboards section for a full setup guide.

Best for: Leadership and analytics roles that need real-time operational intelligence — not task execution — when they open Xenia

9. Combine Dashboard Options

Quick Reference: Which Layout for Which Role?

For assistance please reach out to us at support@xenia.team