> ## Documentation Index
> Fetch the complete documentation index at: https://assembly.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Home app

> Create a dynamic, personalized homepage for your clients within your portal.

The Home app creates "a dynamic homepage for your clients within your portal" that displays announcements, firm information, and work expectations. It supports personalization through client data properties and custom fields, and can create segmented versions for specific client groups. When enabled, the **Actions** feature highlights items requiring client attention like invoices and contracts.

<Frame>
  <img src="https://mintcdn.com/assembly-ff8b9417/WAW-7U_kZZ_yDsL_/images/home-1.png?fit=max&auto=format&n=WAW-7U_kZZ_yDsL_&q=85&s=ea78fb6ddf84cbb40f71d0e46b05bdf3" alt="Home app overview" width="5154" height="3240" data-path="images/home-1.png" />
</Frame>

## App setup

Click **+ Add App** in the Dashboard sidebar, select **Browse all apps**, choose the **Classic** filter, select **Home**, then click **+ Add App**. You'll land on the app itself.

To set its name or icon, open **App Library**, click the menu button **(...)** next to **Home**, then click **Edit**. Drag it to the top of the app list in **App Library** so clients see it first when they log in.

## Setting up your Home app

The app includes a sample layout for customization. The left side accommodates content while the right side provides customization tools including **Dynamic Fields** and **Segments**.

### Segments

Segments enable "up to 5 Home variants per workspace," with each client viewing only one version based on custom field tag rules.

**Creating a Segment:**

1. Click **Segments**
2. Click **Create Segment**
3. Enter a segment name
4. Select tags under "Show this segment if Tags is"
5. Optionally click **+ OR** for additional tags
6. Click **Create**

**Editing or Deleting:**

1. Click **Segments**
2. Hover over the target segment
3. Click the menu button (...)
4. Select **Update Segment** or **Delete Segment**

### Adding content

Content can be added via text editor or the "/" quick menu, offering options including:

* Headings (1, 2, 3)
* Text
* Autofill Fields
* Lists (bullet and numbered)
* Upload, Table, Callout, Divider, Embed, Link

### Dynamic Fields

These "automatically display client-specific information like names or custom data." Add them by typing "/" and selecting **Autofill fields** or clicking **Dynamic fields** on the right panel.

### Actions

This setting controls visibility of the **Actions** section displaying:

* Invoices
* Forms
* Contracts
* Tasks

Action items reference customized app names and show counts of outstanding items requiring client attention.

Apps you build with the app builder can appear here too. An app that notifies clients gets a row once you give it an action label, written as *\[verb] \[count] \[noun]* — "Review 3 documents". See [Configuring notifications](/docs/building-new-apps/configuring-notifications).

### Style customization

Customization includes uploading banner images with repositioning options and selecting background colors via color picker or hex code entry.

### Preview mode

Use **Preview** at the top to view the Home app as a specific client would see it by selecting from a client dropdown.

## Client experience

Clients view a customized, view-only portal with personalized information and assigned actions. Those in segments see their corresponding Home variant. When **Actions** are enabled, clients see outstanding item counts with direct links to relevant apps.