Account & Settings

spaulsen
Contributor

How do I set a Global Default home Page?

SOLVE

I want new users to automatically have their Default Home Page set to Dashboards. Even if they can change it later, how do I go about doing this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I set a Global Default home Page?

SOLVE

Hi @spaulsen,

 

This is a Professional / Enterprise feature. (It can't be access in the free CRM and Starter subscriptions, unfortunately, if you're on one of those.)

 

Under Settings > Users & Teams > Presets > Create preset, you can define a default homepage:

 

karstenkoehler_0-1666326609340.png

 

You can find a step-by-step instruction and more information here: https://knowledge.hubspot.com/settings/manage-user-preferences-with-user-groups

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I set a Global Default home Page?

SOLVE

Hi @spaulsen,

 

This is a Professional / Enterprise feature. (It can't be access in the free CRM and Starter subscriptions, unfortunately, if you're on one of those.)

 

Under Settings > Users & Teams > Presets > Create preset, you can define a default homepage:

 

karstenkoehler_0-1666326609340.png

 

You can find a step-by-step instruction and more information here: https://knowledge.hubspot.com/settings/manage-user-preferences-with-user-groups

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.