Select a Default Role Visualization

Use the Role Manager in CSM Administrator to select the default Role Visualization.

Good to know:

  • If no default Role Calendar is selected, the Global default is used.
  • 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 a default Role Visualization:

  1. Open the Role Manager.
  2. Click the Role for which you want to select a default Visualization.

    The Role Profile appears in the Manager window.

  3. Select the default Role Visualization:
    1. Use default: Select this radio button to use the default Global Visualization.
    2. Visualization: Select this radio button to use a default Role Visualization. Then, click the Visualization button Visualization Button to open the Visualization Manager, where you can select an existing Visualization or create a new Visualization to use as the default. Be sure to select a Visualization that everyone in that Role can access.
  4. Click Save.