Setting Defaults for New Users

Templates allow you to set a number of User attributes automatically when creating new Users. Most of the templates will allow different defaults to be set based on User's Authority Level (currently defined for either Admin or Regular User).

NOTE: The values set in the templates will not change any existing Users - and any of these fields can be independently changed by accessing the associated screens from User Editor, either while creating users or after.

After the first login a user can set up his own defaults at My Preferences menu at the top right corner of the screen below his Username.

Open New User Defaults

Access Admin > Users & Groups > Defaults

Access Admin > Advanced > New User Defaults

There are currently three sets of Templates for available for setting User-level defaults:

  1. User Preference Templates
  2. Alert Subscriptions Templates
  3. Email Notifications Templates

Each these will have separate screens for defining defaults for Admin and Regular Users.

1. Configure User Preference Templates

The User and Admin screens are both described in this section.

For more information on these fields, see My Settings (aka "Preferences")

1.1. Info Tab

  1. Set preference for warning message generation
  2. This setting is applied to validating substitution parameters in SQL statements at Metric/Report Editor > Data Collection.

1.2. Home Page Display Tab

User Preference Templates > User Defaults > Home Page Display tab

You can setup the default Homepage display for new Regular Users or New Administrators.

  1. Set to display or hide listing of Categories
  2. Content Layout: Select tile or list layout
  3. Set Defaults:
    • Folder
    • Filter
    • Tag
    • Group
  4. Start Page: Dropdown contains the Portal Pages you are authorized to view.
  5. Homepage Refresh Display: Set automatic refresh frequency (set higher to reduce refresh frequency, if necessary)
  6. Show Tiles Previews: If this option is  'Off', upon single-clicking a tile user is sent directly to an element Viewer. If "On', single-clicking leads to a Preview page and double clicking leads to the Viewe
  7. Tile color scheme: Choose a combination of colors that are going to define Performing, Underperforming and Outperformoing values. This powerful tool makes the Homepage easier to scan and grasp a bigger picture within seconds.
  8. Clear flags from Tiles after: The time after which Alert, Annotation or Note icons should be hidden when hovering over them

1.3. Mobile Tab

User Preference Template Editor - Google Chrome
  1. Homepage Mode: Select format for your mobile version's display of the Homepage and display options.
2. Alert Subscriptions Template  > Administrator Defaults

The User and Admin screens are both described in this section

Alert Subscriptions Template  > Administrator Defaults
  1. Enable .. Alerts:  When a new User is created, he is usually assigned to some existing User Group providing him with certain Permissions and automatically subscribing him to Alerts that the Group is subscribed to. Define whether these alerts should be enabled.
  2. Send image with text message: relates to SMS/MMS functionality.
  3. Define the primary and secondary methods of Alerts receiving.
  4. Alert me: Configure alert persistence
3. Email Notifications Templates

3.1. User Defaults

Email Notifications Template > User Defaults
  1. Notifications On:  global control for turning on all Notifications
  2. Daily Favorites Digest: set specific options for Favorites digests
  3. Collaborative notifications: set how Collaborative notifications are sent or if at all
  4. Send Collaborative activity for: set which Reports/Metrics User will see in Collaborative Notifications

3.2. Administrator Defaults

Edit Email Notifications Template - Google Chrome
  1. Additional options are available on the Administrator screen to allow settings for Expired element notifications.