Set the dashboard home page for an operator

Applies to User Roles:

System Administrator

By default, a user sees the To Do list upon logging in to Service Manager. You can change that to a dashboard home page by defining one in the user's operator record. You can auto-fill the dashboard home page, along with other defaults, into an operator record from the user role. You can use mass update to define the dashboard home pages of several operators at the same time. Specifying a dashboard home page in a user's operator record overrides the To Do list and menus for that operator when they log in using the web client, even if the flag for menus has been set.

To set the dashboard home page for a specific operator, follow these steps:

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Type or select optional search criteria.
  3. Click Search
  4. Select an operator record from the record list.
  5. Open the Startup tab.
  6. To use the default dashboard home page, along with other defaults specified for the operator's user role, click the Fill button on the User Role field. You can then edit those defaults directly in the operator record.

    To select a dashboard home page for an operator when there is no dashboard home page defined for the user role or to specify a dashboard home page that is different from the default, select one from the Dashboard drop-down list.

  7. Click Save.

Related topics

Operator passwords
Operator records
Operator templates
To Do list

Add an operator record
Add an operator record with the User Quick Add utility
Add an operator to a security group
Create a startup menu for an operator
Create a system default operator record
Define a startup menu for an operator
Define the distinguished name an operator uses to log in to an LDAP directory service
Delete an operator record
Set the maximum file attachment size for an operator
Set the time zone for an individual operator
Update an operator record
View an existing operator record