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Assigning a default presentation to a user group

As an administrator, define a system default presentation using a dashboard to customize the Overview tab related to an object type and assign it to a user group.

For example, you can customize the Overview tab of term objects for the Data Stewards group.

Before you begin

You have been assigned a global role with the Application Administration capability.


  1. Open the overview you want to customize.
  2. In the tab bar, click the More actions menu in the top right corner.
  3. Click Presentation and select a presentation from the list.
    Presentation type Description
    System Default presentations that administrators have predefined.
    Personal Default presentations you have predefined.
  4. Click Customize.
  5. If necessary, edit the dashboard.
  6. Click SAVE AS in the top right corner.
  7. Enter a name and description.
  8. Select the System radio button to define this presentation as the default one for the overview of this object type.
  9. Select one or more users or groups to assign them this presentation by default.
  10. Click OK and refresh the page for the changes to take effect.
  11. Open another overview of the same object type to verify that the new presentation was applied successfully.
  12. Go to MANAGE > Default presentations to see the list of the system default presentations.

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