Change the default home dashboard
You can change the default dashboard on the organization, team and user level. The home dashboard you set for the whole organization is the one all users will see by default. The team dashboard applies to all users assigned to the team in SmartCollect SC². The team dashboard overrides the organization dashboard settings. Personal dashboard settings override team dashboard settings.
- Navigate to the dashboard you want to set as the home dashboard.
- Star this dashboard by clicking on the star next to the dashboard title.
- On the left menu, hover your cursor over the Configuration (gear) icon and then click Preferences.
- In the Home Dashboard field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.
If preferences are set as described above, then they override this value. You can provide your own JSON file to change the home dashboard. No user will be able to update this dashboard in SmartCollect SC².
- Navigate to your dashboard page.
- Click the Share dashboard icon next to the dashboard title.
- In the Export tab, click on Save to file.
- Save your JSON file somewhere that SmartCollect SC² can access it, for example, in the SmartCollect SC²
datafolder of SmartCollect SC². - Update your configuration file to set the path to the JSON file. Read how to update this file in the configuration documentation.
[dashboards]
# Path to the default home dashboard. If this value is empty, then SmartCollect SC² uses StaticRootPath + "dashboards/home.json"
default_home_dashboard_path = data/main-dashboard.json
- Navigate to the dashboard you want to set as the home dashboard.
- Star this dashboard by clicking on the star next to the dashboard title.
- On the left menu, hover your cursor over the Configuration (gear) icon and then click Teams.
- Click on the team you want to change the home dashboard for and then navigate to the Settings tab.
- In the Home Dashboard field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.
- Navigate to the dashboard you want to set as the home dashboard.
- Star this dashboard by clicking on the star next to the dashboard title.
- On the left menu, hover your cursor over your avatar and then click Preferences.
- In the Home Dashboard field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.