Applying themes, extensions, and views

You manage themes, extensions, and views with the Managing > Customization slide-out panel. You can upload, delete, and modify themes, extensions, and views. You can also set a default theme for all users, and set default home and sign-in views.

The Managing > Customization slide-out panel has four tabs, Themes, Extensions, Views, and Parameters. You upload themes on the Themes tab, and you upload extensions and views on the Extensions tab.

Uploading themes

To upload a theme, on the Themes tab, click Upload theme (the upload theme icon) and browse to the theme in the file system. The theme is uploaded and validated. If the theme is invalid, an error message is displayed. Otherwise, the theme is added to the list of available themes. You can click More (the more icon) next to a theme, to update, delete, or download the theme.

Tip: If you apply a theme to a distributed environment, wait at least five minutes for it to take effect.

Setting a default theme

You can select a theme to be the default theme for all users. On the Themes tab of the Managing > Customization slide-out panel, select the check box next to a theme, and them click Apply.

You can also set default themes for roles in the Manage > Accounts slide-out panel. If a user has a role which has a default theme, that theme is used instead of the theme selected for all users. For more information, see Customizing roles.

Uploading extensions and views

To upload an extension or a view, on the Extensions tab, click Upload extension (the upload extension icon) and browse to the extension or view in the file system. The extension or view is uploaded and validated. If the extension is invalid, an error message is displayed. Otherwise, the extension is added to the list of uploaded themes. You can click More (the more icon) next to an extension or view to update, delete, or download the extension or view.

Setting a default home view

On the Views tab of the Managing > Customization slide-out panel, click the next icon next to the default home view. You can now browse for a dashboard or report to be the default home view, or you can select a view in the list of home views to be the default home view for all users.

You can also set default home views for roles in the Manage > Accounts slide-out panel. If a user has a role which has a default home view, that view is used instead of the home view selected for all users. For more information, see Customizing roles.

A user can also select a personal default home view from any view. In any view, a user can click More (the more icon), and then click Set as home to define a personal default home view. This default home view takes precedence over default home views created for roles or all users.

Setting a default sign-in view

On the Views tab of the Managing > Customization slide-out panel, click the next icon next to the default sign-in view. You can now select a view in the list of sign-in views to be the default sign-in view for all users.