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How to Set Dashboard in main page

  • 1 February 2021
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Hi

I have created a dashboard in finance , however i dont know how to put it as main page , which mean when i log in , it will show the dashboard that i created as currently is show the “controller” that created by aucumatica as below

 

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Best answer by evelkly 1 February 2021, 18:07

Hi Erin,

You can set a user’s home page in their Profile.  To do this, click on their name in the upper right corner of the Acumatica screen and select MY PROFILE.  This will open the User Profile screen. 

At the bottom of the page is the Home Page field, where you can select the specific screen to use.

Hope this helps,

Eric

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2 replies

Hi Erin,

You can set a user’s home page in their Profile.  To do this, click on their name in the upper right corner of the Acumatica screen and select MY PROFILE.  This will open the User Profile screen. 

At the bottom of the page is the Home Page field, where you can select the specific screen to use.

Hope this helps,

Eric

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I understand and agree HOW to set the user home page. But I am working on an example where we are setting the home page for the user, and the user is able to pull up the dashboard manually (no permission issue), but upon logging in the user is just getting the default Welcome to Acumatica page. Tried changing the user to a different accessible dashboard and that one also does not pull up as a home page.

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