Set a default dashboard

If you are a System Administrator you can set a default dashboard, however this will not override custom configurations selected by your users. This only sets default Dashboard layouts for the firm and for your user classes.

1. Click > > on the left side of the page to expand the Widget menu.

   The >> is located to the left of the Map tab. The Widget menu expands.

2. Add the dashboard items you want to create a default dashboard.

3. Click Make Default at the top-right corner of the Widget menu.

   A Make as Default Dashboard window opens.

4. Select the user class for which you want this default dashboard to be saved from the Select User Class field.

   Select Default Security from the Select User Class to make the current dashboard the firm default dashboard.

5. Click Set Default Layout.

   A success message appears.

6. Click Close.

   The window closes.Your changes are saved.