Changing Default Folder for User

Last Updated: 12/03/2015 Introduced in Verision: 2.0

Being able to customize how the portal looks enables users to optimize the platform.  It is possible for an administrator to change the default folder for a user that appears when the user opens the Decisions portal.


The goal of this example is to:

  1. Open the Decisions Platform, logged in as an administrator.
  2. Set a default folder for the user.

To begin, log into the Decisions platform using and administrator user name and password.


Once logged in, in the left menu tree, expand the System category.


Next, expand the Security category.


Click on the Accounts category.  All of the accounts in the system will display. 


Locate the account name and right click on it.  Select the Edit Account option.


In the resulting Edit Entity pop-up window, under the Personal Information section select the Default Folder selector button.


In the resulting Select Folder pop-up window, in the Browse tab, select the desired default folder, then click Ok.


Notice the selected folder is now displayed in the Default Folder field.  Click Ok to close the window.


Now, log out of the system then log back in.  Notice the system opens on the newly selected Default Folder.



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