Entering User Preferences

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:

1. 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:
2. Click Next to proceed to the next step of the User Wizard, where you configure user accessibility settings.