Set the dashboard home page for a user role

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Applies to User Roles:

System Administrator

Setting a dashboard home page for a user role enables you to auto-fill operator records with a dashboard home page, along with the other default settings for the user role. If no dashboard home page is set, the user sees a To Do list upon login.

Note: Specifying a dashboard home page in a user's operator record overrides the default 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 a dashboard home page for a user role, follow these steps:

Click System Administration > Ongoing Maintenance > User Roles.

Type or select optional search criteria.

Click Search.

Select a user role from the record list.

Click the Startup tab.

Select a dashboard home page from the drop-down list.

Click Save.

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