Default Dashboard Preset Not Working

TFoerster
Participant

I create the below settings for a Preset and assign it to a Team.  The Preset shows as active, but when Team members log in, they aren't greeted with the specified Dashboard.  What am i doing wrong??

 

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Hi @TFoerster

 

Thank you for the details and the screenshot.

 

The presets serve as default settings, but individual users can customize their preferences and override those presets. If a user has configured a custom view or setting, there is currently no option to reset it to the defaults. The only way to align their settings with the company's is to request that they manually adjust their settings accordingly.

 

Please don't hesitate to reach out if you have any further questions or need any additional information.

 

Thanks, 

Diana


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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DianaGomez
Solution
Community Manager
Community Manager

Hi @TFoerster

 

Thank you for the details and the screenshot.

 

The presets serve as default settings, but individual users can customize their preferences and override those presets. If a user has configured a custom view or setting, there is currently no option to reset it to the defaults. The only way to align their settings with the company's is to request that they manually adjust their settings accordingly.

 

Please don't hesitate to reach out if you have any further questions or need any additional information.

 

Thanks, 

Diana


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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