How to configure default dashboards for Team areas?
I've created 2 dashboards in CLM for a particular project area, let's say "Administrators Dashboard" and "Users Dashboard". I'd like the "Administrators" team area to see the "Administrators Dashboard" when they log in, and the "Users" team area to see the "Users Dashboard. It seems to be possible in CLM 4.0, but I haven't found a way to do this yet. Can someone clarify how this can be accomplished?
Thanks, -Jim |
Accepted answer
There isn't a mechanism to direct a user to a specific dashboard upon logging in, since the user may be trying to look at a specific resource when trying to log in. However, since the default landing page when viewing a project is the project dashboard, you could add a widget there with large clear text to guide users to their corresponding dashboard via links. You could use the HTML widget to do this.
In addition, the navigation menus in the banner now have recently viewed items, so if you frequently go to a specific team dashboard it'll appear there in the Project Dashboards menu. Some users also like to use the mini dashboard, which is docked on the left side of the page by default, as a navigation tool. You can add widgets there, like the bookmarks widget, for frequently visited places. James LoRusso selected this answer as the correct answer
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2 other answers
Hi James,
you can to to https://<server>:<port>/jts/dashboards/all
and click the dashborad you want to set default
and select set as default
Comments My response was too long to add as a comment on your answer, so I attached it as a new answer below:
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Hi Michael,
Thanks for the reply. The .../jts/dashboards/all page looks like it only displays personal dashboards, not team or project dashboards. I have a Project Area called CLM Support. In that project area, there are 2 teams: "CLM Support Team" and "CLM Users". Per the screenshot below, there are 3 dashboards for this project area (1 Project Dashboard, and 2 Team Dashboards for their respective teams). 
I can't seem to find out how to display each Team's Dashboard by default. For example, when a member of the "CLM Support Team" logs in, he/she should see the CLM Support Team dashboard. Likewise, when a member of the "CLM Users" team logs in, he/she should see the CLM Users dashboard. As it stands now, it seems the project dashboard, "CLM Support" is the default dashboard that displays when any user logs into the CLM Support project area. Thanks, -Jim Comments The screenshot above doesn't look like it was inserted, so attaching it here.
Hi James,
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Your answer
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