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Getting Started

Customize Home sections and order

Save an account-wide Home layout, including the grouped For you panel.

Home view settings control which sections appear and their order. The saved layout belongs to your signed-in account and is used across workspaces and devices. It is separate from the device’s mobile toolbar layout.

Choose sections

  1. Open Home.
  2. Select Customize in the action bar, also labeled Home view settings.
  3. Use the checkbox beside each section to show or hide it.
  4. Arrange the sections, then select Save.

The six choices are Invitations, Favorites, Upcoming, Assigned guides, Continue editing, and History. A checked section only appears when it has matching content and the necessary access. See Use Home for what each contains.

Invitations and Assigned guides are displayed together in For you, even though they have separate checkboxes and positions here. The panel appears at the position of whichever visible, populated child comes first. Their relative order inside the panel follows your saved arrangement. Hiding or emptying that first child moves the panel to the other child’s position; it does not leave an empty panel behind.

Reorder with a pointer or keyboard

Drag a section’s handle to the desired position and release it. With a keyboard:

  1. Focus the drag handle and press Space or Enter to pick up the section.
  2. Use Up/Down arrows to move, or Home/End for the first/last position.
  3. Press Space or Enter to drop it, or Escape to cancel that move.

CareMap announces the target position during a keyboard move. Reordering changes the draft; it does not save the account layout yet.

Save, cancel, or reset

  • Save saves visibility and order to your account and closes the flyout.
  • Cancel or the close button discards the draft. Reopening restores the last saved layout.
  • Reset restores the default draft order with all six choices visible: Invitations, Favorites, Upcoming, Assigned guides, Continue editing, History. Select Save to apply it, or Cancel to keep the previous layout.

If saving fails, the flyout stays open and shows the error. Retry while connected. The controls are disabled while a save is in progress.

Understand the scope

Hiding a section does not decline invitations, remove favorites, cancel work, delete content, or erase history. Invitations and direct assignments remain account-wide; Favorites, Upcoming, Continue editing, and History use the active workspace’s content and access.

Switching workspaces can therefore change the rows without changing your layout. If all populated sections are hidden, Home can look blank rather than showing its first-use welcome card. Open Customize and show the sections you want again.