Select Default Dashboards and Dashboard Themes

Select default dashboards to display relevant information that is viewed frequently. Select dashboard themes to give the dashboard a cohesive look.

Each user has a designated default:

  • Home dashboard: Opens when you first log in or when the Home button Home Button is selected on the CSM Desktop Client toolbar or CSM Browser Client menu bar.
  • Heads-Up Display (HUD): Pops up a transparent dashboard that can be accessed from anywhere in the application when you press F4.
  • Dashboard theme: Colors, styles, and fonts to give the dashboard a cohesive look and feel.

The default dashboards (home and HUD) are initially selected in CSM Administrator, either globally or by role. If a user has security rights, they can select their own user default dashboards in the CSM Desktop Client.

The default dashboard theme (home and HUD), either global or role, can be selected for classic themes only. A default dashboard universal theme can be selected for default user dashboards only.