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5. Set User Preferences

The xTuple Dashboards extension adds two new settings to the "User Preferences" screen:

Setting user preferences

The following user preference settings apply to dashboards:

Auto Launch My User Dashboard in Browser on Login

When checked, each time the user logs into the xTuple Desktop Client their default Internet Browser will launch and load that user's My Dashboard. This is a convenient way to see your dashboard outside of the xTuple Desktop Client.

Note

The xTuple Desktop Client must be running on that machine for the My Dashboard in the Internet Browser to function.

Workbench dashboard tabs are first

When checked, the Dashboard tab will be set as the first tab on all workbenches in the xTuple Desktop Client for that user. This allows a user to immediately see the dashboard when selecting a record vs. having to click on a tab.