Select Default Global Dashboards and Dashboard Themes
Use the System Settings window in CSM Administrator to select a default Global:
Good to know:
- If a default Role or User Dashboard/HUD is selected, it will override the Global defaults.
- If a User has security rights, she can select her own User default Dashboards and Dashboard Theme in the CSM Desktop Client.
-
Customers have limited options and cannot override defaults in the Portal.
- A system administrator can clear Role and User defaults (for a specific User/Role or all), resetting the defaults to the Global-defined settings (File>Clear Settings in the User Manager or Role Manager).
To select default Global Dashboards and Dashboard Themes:
- Open the System Settings window (CSM Administrator>Settings>Edit System Settings).
- Click the
Dashboards, etc. page.
- Click the
Dashboard button
to the right of the default Dashboard.
The Dashboard Manager opens, where you can select an existing Dashboard or create a new Dashboard to use as the default.
- Select a Dashboard to be the default Global Dashboard and default Global HUD. Be sure to select a Dashboard that everyone can access (Global scope).
- Select a default
Dashboard Theme. Select either:
- Dashboard's default Theme: Defined in the Dashboard properties.
- Specifically-selected Theme: Theme that you select in the drop-down.
-
Click OK.