Select Default Role Dashboards and Dashboard Themes

Use the Role Manager in CSM Administrator to select the default Role:

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

Good to know:

• If no default Role Dashboard/HUD is selected, the Global defaults will be used.
• 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 Role Dashboards and Dashboard Themes:

1. Open the Role Manager.

   

2. Click the Role for which you want to select a default Dashboard.

   The Role Profile appears in the Manager window.

3. Select the default Role Dashboard and HUD, either:
   • Use Default: Select this radio button to use the default Global Dashboard and HUD.
   • Dashboard: Select this radio button to use a default Role Dashboard, and then click the Dashboard button to open the Dashboard Manager to select an existing Dashboard or create a new Dashboard. Be sure to select a Dashboard that everyone in that Role can access.
4. Select a default Dashboard Theme, either:
   • Dashboard's default Theme: Defined in the Dashboard properties.
   • Specifically-selected Theme: Theme that you select in the drop-down.
5. Click Save.