Dashboard - Ability to set default dashboard for all users within the organisation
When customising the homepage view, it would be helpful to have the option to set that customised layout as the default view for all users.
This would make sure everyone logging into the file sees the same key information and widgets to keep everyone aligned
Antlab Ltd
shared this idea
Thanks for sharing this here. Currently the reason for this functionality to not exist is because the home page for all users may not appear the same. In particular, the users with the same permission roles will get the same view.
We've moved this idea to gain more support from the community. You can share this with your peers and colleagues so they can add their vote onto it as well!
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Sam Miller
commented
This is a really important one... once you consider all the datafiles and that each user has their own view... that would be thousands of hours spent customising the dashboard.
Being able to set up a default layout for all users would allow everyone to have a consistant experience when logging into a datafile... there's nothing more frustrating than trying to support a user and what they're seeing on their screen is completly different to what you're seeing.
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Rebecca Seehars
commented
I understand that every user can set their own settings in each file. If you assume that most users only access one or two different Xero files, having a default option is not necessary however I access scores of Xero files regularly and need to adjust the Homepage for each to get rid of the fodder and advertising so I can do my job efficiently. If we could "set as default" for a user, then edit that only for specific files, this process would be a lot faster. Possibly this could be an option in Xero HQ? Or integrated with another suggestion that wanted levels of complexity such as Basic/Intermediate/Advanced/Custom.