Now your SubAccounts/IB users are able to view your own Monitor Set as a Homepage instead of default set! Please, find a guide below.
Before you get started...
- You have to create a monitor set that will become your Homepage. Details may be found here.
- Monitor Set can be set as Homepage for 1) Main Subscriber, for 2) SubAccounts/IB users.
HOW TO SET UP A MONITOR SET AS THE HOMEPAGE FOR SUBACCOUNT/IB USER
NOTE: If you assign a Monitor Set as a HomePage within Organizational Roles, your selection will be available for all SubAccounts/IB users who have this role. To assign a Monitor Set as a HomePage just for a one SubAccount/IB user find the second way.
WAY 1: THROUGH ORGANIZATIONAL ROLES
- Navigate to Permit > Organizational Roles
- Choose existing role or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Enable needed Monitor Sets
- Click a Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB users (it will become yellow)
- Save settings
NOTE: All information about Organizational Roles may be found here.
WAY 2: THROUGH SUBACCOUNTS/IB USERS
NOTE: Monitor Sets should first be added through Organizational Roles for the role that the selected SubAccount/IB user has.
- Navigate to Permit > SubAccounts/IB users
- Choose existing SubAccount/IB user or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Enable needed Monitor Sets
- Click a Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB users (it will become yellow)
- Save settings
NOTE: All information about SubAccounts/IB users may be found here.
HOW TO REMOVE A MONITOR SET AS THE HOMEPAGE
- Navigate to Permit > Organizational Roles OR SubAccounts/IB users (depending on the place where you assigned the Homepage)
- Choose existing Organizational Role OR SubAccount/IB user or create a new one
- Enable needed connection under Assigned Connections to activate the ability to manage monitors
- Unclick a Star button near the Monitor Set that you want to make a Homepage for SubAccounts/IB users (it will become grey)
- Save settings
For additional assistance, please email helpdesk@IntelliBoard.net.