<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p id="isPasted"><strong>- Hierarchy Used for Dashboard Overrides</strong></p><p><strong>- Override Locations</strong></p><p><br></p><p><br></p><p id="isPasted"><strong><span style="font-size: 14pt;">Hierarchy Used for Dashboard Overrides</span></strong></p><p id="isPasted">The dashboard that will be shown on an agent's home screen will be determined by the following hierarchy:</p><p><br></p><p>- Agent</p><p>- Default Team</p><p>- Global</p><p><br></p><p><strong><span style="font-size: 14pt;">Override Locations</span></strong></p><p><strong><span style="font-size: 12pt;">Agent</span></strong></p><p id="isPasted">In Configuration > Teams & Agents > Agents, choose an agent and go to the "Preferences" tab. Set the "Dashboard to show on the home screen" in the "Home Screen" dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1NTdkMWViLTQxMGYtNDk4Yi1hNzg0LTNhYTM5NjU0MDNiNSJ9.vy0W5FIb6ZGJ4j9o-Fy-sDOc4IN1P6DZxsfyj0oDha8" class="fr-fic fr-fil fr-dib" width="966" height="346"></p><p><strong><span style="font-size: 10pt;">Fig 1. Agent override.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Default Team</span></strong></p><p id="isPasted">In Configuration > Teams & Agents > Teams, choose an team and go to the "Details" tab. Set the "Dashboard to show on the home screen". The team override will apply if the team is set as the "Default Team" against the agent's profile > Details tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE1NzY4YmQxLWNiMTgtNDJlOC1iMmFkLTExNjgwN2VhMDg0NCJ9.VmVqB2UdOdWqUS1SBWuC4iAbiR0X-iYvEcBwDa7ceB0" class="fr-fic fr-fil fr-dib" width="451" height="757"></p><p><strong><span style="font-size: 10pt;">Fig 2. Default team override.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Global</span></strong></p><p id="isPasted">In Configuration > Reporting > General Settings, set the "Dashboard to show on the home screen".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA4YmY1MjJkLWI1MDUtNDhkYS05YTcyLWVmYTQ4NGU0YTg3ZiJ9.jpsOAZd7qhAdPJgrO9W0HAF3nAV5FLK0DmqkDoZYouY" class="fr-fic fr-fil fr-dib" width="316" height="223"></p><p><strong><span style="font-size: 10pt;">Fig 3. Global default.</span></strong></p><p><br></p><p><br></p>
