Start modules per role

Settings → Preferences → Start modules (also reachable from the MODULES & AI / Preferences area) maps each role to a default homepage route. When someone logs in, EDGE Sword redirects them to that module instead of the generic dashboard — when their role defines one.

Configure start modules

1. Open Settings → Preferences (or Start Modules)
2. For each role, open the searchable combobox (Search modules…)
3. Pick a destination, then Save start modules

Only roles that changed are updated via the roles API. Choosing Dashboard / Home-style defaults clears a custom start module when that is the intended landing page.

Available destinations

Options come from enabled navigation modules plus pinned Home / Dashboard-style targets. Sub-routes appear only when they target a different module than their parent (so FMCG sub-pages do not overwrite the FMCG dashboard entry). If no module matches the search, you see No module found.

Role type	Typical start module
Sales	Deals or Pulse
Finance	Invoices or Payments
Operations	Logistics or Picking
HR	Employees or My Info
Executive	Dashboard / Home

Ensure the chosen module is enabled for the workspace — see Enable and manage modules. Users still need module permissions from their role; see Roles, permissions, and RBAC. If they lack permission for the chosen start module, a safe fallback applies.

Please note:

• System roles appear in the list with a System Role badge; you can still assign start modules where policy allows.
• If no roles exist yet, create them under Roles in Settings before configuring start modules.
• Assign roles to people on Manage members — start modules apply only after a user has a role.
• Home card layout and sidebar order are configured on the same Preferences screen — Home page and sidebar preferences.

sequenceDiagram
  participant User
  participant Auth
  participant Router
  participant Module
  User->>Auth: Sign in
  Auth->>Router: Resolve role.startModule
  alt Custom start module set and permitted
    Router->>Module: Redirect to module home
  else Default
    Router->>Module: Redirect to Dashboard or Home
  end

Permissions

Permission	Why you need it
settings.view	Open Preferences / Start Modules
settings.update	Save role start module changes
roles.read	Load the role list and current values

Related articles

• Home page and sidebar preferences
• Workspace-wide module toggles: Configure your workspace
• Settings drawer map: Settings overview
• Team structure for read_team permissions: Manage teams
• Onboarding new users after role setup: Add users and invite teammates