Once you have set up your system dashboard and added permissions (for more information on how to do that, click here), you can start configuring default landing pages for your organisations and system groups.
note
Please note that you cannot set a dashboard as a default if you have not set up the permissions of that dashboard.
Configuring default landing pages
To configure your default landing pages for your organisations and system groups, navigate to your profile drop-down menu and select
System admin
:
The
System
admin screen opens. Select
System dashboards
:
The
System dashboards
section opens:
In this screen, you can select which dashboard you want to be your default, by clicking
More actions
on the corresponding dashboard:
Select
Set as default
.
The
Change default dashboard
message opens:
Select
Continue
to confirm you want to make this dashboard your default.
The chosen dashboard is now set as the default:
This effectively means that this dashboard is the 'default' default and acts as a catch-all dashboard. This is the dashboard you see if you are a user without assigned groups or organisations.
note
Please note that you cannot delete or archive the default system dashboard.
Revert to classic
If, for any reason, you need to revert your dashboard to the classic setting, click
More actions
>
Revert to classic
:
On your default dashboard. The
Change default dashboard
message opens:
Select
Continue
to revert your dashboard to the classic dashboard.
Additional permissions for defaults
Once you have selected which dashboard should be the default, this dashboard will default as the main dashboard for users. There are additional permissions for defaults, which are explained in the graphic below:
This graphic explains that users in specific organisations or groups, see the dashboards set as a default for each of those groups and organisations. If no default is set for those groups or organisations, the 'default' default will be shown.
Hierarchy of conflicting defaults
The above graphic explains the sequence followed when a user is part of multiple groups and organisations. E.g. a system group has priority over an organisation, however, due to system groups not having a hierarchy, the last applied default applies to the user.
note
Please note that there is also now a
Classic dashboard
option available within your profile drop-down menu:
So if you wish to view the legacy dashboard, click
Classic Dashboard.
To learn how to add your system dashboard to the global navigation bar, click here.