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Select a User Dashboard Theme

A dashboard theme is a set of set of colors, styles, and fonts that can be applied to a dashboard to give the dashboard and its widgets a cohesive look.

Good to know:

  • The ability to select a user dashboard theme in the CSM Desktop Client and CSM Browser Client is based on two things: Security rights and permission from the dashboard (that is, the Allow User's Chosen Theme to Override the Dashboard Theme check box is selected on the dashboard's display page).
  • Dashboard theme behaviors can vary. See Dashboard Themes.
  • If no suitable theme is available for selection, you can create a new theme in the CSM Administrator. See Create a Theme.

Select a User Dashboard Theme in a CSM Client

  1. Open a dashboard in either the CSM Desktop or Browser Client.
  2. Open the User Theme Preferences dialog:
    • In the CSM Desktop Client: Right-click on the dashboard and select User Theme in the context menu.
    • In the CSM Browser Client: Select the Theme button on the toolbar.
    Note: The theme types available for selection in the User Theme Preferences dialog are dependent on the current theme type applied to the dashboard (classic or universal theme). If a classic theme is currently applied, you can only select a classic theme. If a universal theme is currently applied, you can only select a universal theme.
  3. Select a theme from the User Theme Preferences drop-down list:
    • Use system default (theme name): Theme defined for the default global dashboard (available for classic theme selection only).
    • Use role default (theme name): Theme defined for the default role dashboard (available for classic theme selection only).
    • Use dashboard theme: Theme defined for the dashboard in the Dashboard Editor (available for classic and universal theme selection).
    • Specifically selected theme: Any other theme available for selection in the drop-down list.
  4. Select OK.

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