The Preferences tab enables you to set the default module, item, map, scorecard, dashboard and form that appear as users navigate throughout the interface. You can also select a default locale that is different from your operating system's default regional setting.
To specify default preferences for the user:
- In the Preferences step of the User Wizard, specify the following default preferences:
- Entry Module: The first module to be displayed when the user logs on.
- Item: The default item or portfolio that is automatically displayed when the user first accesses the Workbook, Scorecard, Forms, Dashboards, or Investor modules.
- Map: The default map that is automatically displayed when the user first accesses the Investor module.
- Scorecard: The default scorecard that is automatically displayed when the user first accesses the Scorecard module.
- Form: The default form that is automatically displayed when the user first accesses the Forms module.
- Dashboard: The default dashboard that is automatically displayed when the user first accesses the Dashboards module.
- My Locale: The default locale to be used for all regional settings in the application.
- Display Language:
- Click Next to proceed to the next step of the User Wizard, where you configure user accessibility settings.