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How do I set my personal default dashboard?

Describes how to set your personal default dashboard.

You can set a personal default on any dashboard you can see. Creating your own dashboard needs the Create Dashboards permission, and changing who a dashboard is shared with needs Share Dashboards.

One Church Software lets you add and set custom dashboards. Which dashboards you can see, and which one opens by default, depend on your user settings and access level. You can set your own personal default dashboard in two ways: from the dashboard listing, or directly from a dashboard you're already viewing.


Set a default from the dashboard listing

  1. From the left-hand menu, click Home, then select the Dashboards button in the top right.

    The Home screen with the Dashboards button in the top right.
  2. The dashboard listing shows every dashboard open to you. Select the 3-dots menu next to the dashboard you want, then choose Edit.

    The 3-dots menu next to a dashboard in the dashboard listing.
  3. On the General tab of Edit Dashboard Settings, turn on the Personal Default toggle, then click Save.

    The Personal Default toggle on the General tab of Edit Dashboard Settings.

Set a default from a dashboard you're viewing

If you're already viewing the dashboard you want on the Home screen, click the Actions button and choose Edit settings. The same Personal Default toggle is available there.

The Actions menu on a dashboard with Edit settings.

Which dashboards you can see

A dashboard appears in your listing when it is open to you. A dashboard can be opened to:

  • named people

  • groups

  • record types

  • Everyone, read-only

  • its owners

  • the people a saved query returns

  • the people at a campus

  • the people in an organization

Anyone with Full Write Dashboards is an Owner on every dashboard.

An organization rule admits a person whose primary campus is in that organization, as long as the organization is active, or who is linked to the organization directly. Once a dashboard is open, its widgets and to-dos follow your campus selector.

Warning: While multi-campus is off, campus and organization sharing rules stop applying. A dashboard that was shared only by those rules opens to everyone, read-only. If your church plans to switch multi-campus off, check the sharing on any dashboard you meant to keep restricted first.

Changing who a dashboard is shared with, or who owns it, needs Share Dashboards. You also can't change its sharing or owners if any widget on it needs a permission you don't have.

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