Select Default User Dashboards and Dashboard Themes

Use the CSM options window (Dashboards & Calendars page) in the CSM Desktop Client to select a User default:

• Dashboard.
• Dashboard Theme.
• Heads-Up Display (HUD).

Good to know:

• A User must have security rights to override the Global/Role defaults and select her own default User default.
• Use the context menu to quickly set a default User Dashboard (right-click>Set as default).
• If a User default is not selected, either the Global or Role default will be used.
• 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 a default User Dashboards and Dashboard Themes:

1. From the CSM Desktop Client toolbar, click Tools>Options.

   The Options window opens.

2. Click Dashboards & Calendars.

   The Dashboard Options window opens.

   

3. Select a default User Dashboard, either:
   • Use Default: Select this radio button to use the default Global or Role Dashboard (depends on which one the system administrator has configured).
   • Dashboard: Select this radio button to use a default User Dashboard instead of the default Global/Role Dashboard, and then click the Dashboard button to open the Dashboard Manager to select an existing Dashboard or create a new Dashboard.

     Tip: To make the currently displayed Dashboard the default, right-click the Dashboard (anywhere where there is not a Widget) and select Set current Dashboard as default.

4. Click OK.