Select Default Global Dashboards and Dashboard Themes

Use the System Settings window in CSM Administrator to select a default global dashboard, Heads-Up Display (HUD) and dashboard theme.

Good to know:

Default global dashboard theme selection is limited to classic themes only, you cannot select a universal theme.
If a default role or user dashboard/HUD is selected, it overrides the global defaults.
If a user has security rights, they can select their own default user dashboard and theme in the CSM Desktop Client. See Select Default User Dashboards and Dashboard Themes. In the CSM Browser Client, a user can set a default dashboard only.
When a user selects a default dashboard in the CSM Desktop Client, that setting is mirrored in the CSM Browser Client and vice versa. This is not a global setting.
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).
Be sure to select a dashboard/HUD that everyone can access (global scope).

Select a Default Global Dashboard and Dashboard Theme

In CSM Administrator select Settings > Edit System Settings.
Select Dashboards, etc in the left pane.
Select Default dashboard.
The Dashboard Manager opens.
Select a dashboard to use as the global default, and then select OK.
Note: Ensure that you select a dashboard that everyone can access (global scope).
Select a default dashboard theme. Select either:
- Dashboard's default theme: Theme as defined in the dashboard properties.
- Specifically-selected theme: Theme that you select in the drop-down list.
Note: Only classic themes are available for selection.
Select Default Heads-up Display.
The Dashboard Manager opens.
Select a HUD to use as the default, and then select OK.
Note: Ensure that you select a HUD that everyone can access (global scope).
Select OK.