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.
Please note that you cannot set a dashboard as your default, if you have not already 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 click System admin:
The System admin screen is displayed. Within the System admin screen, navigate to the System dashboards button, and click:
The System dashboards section is displayed:
Within this screen, you can select which dashboard you want to be your default, by clicking More actions on the corresponding dashboard:
And clicking Set as default.
The following message will be displayed:
Asking you to confirm whether you want to make this dashboard your default. Click Continue.
The chosen dashboard will now be set as the default:
This effectively means that this dashboard is the 'default' default, and acts as a catch all dashboard. If you are a user who is not in any assigned groups or organisations, this is the dashboard that you will always see.
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 back to the classic setting, simply click More actions > Revert to classic:
On your default dashboard. The following message will be displayed:
Click 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 is explained in the graphic below:
This graphic explains that users that are a part of specific organisations or groups, will see the dashboards that are set up as a default as part of each of those groups and organisations. If there are no defaults set up within those groups or organisations, the 'default' default will be the dashboard shown.
Hierarchy of conflicting defaults
The above graphic explains the sequence that is 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 an hierarchy, the last applied default is applicable to the user.
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, you can by clicking Classic Dashboard
To learn how to add your system dashboard to the global navigation bar, click here.
