How Do I Set or Reset the Landing Page?

Issue

I would like a specific dashboard to load instead of the CRM home dashboard, how can I change the screen that I see when logging in?

Environment

Kipu CRM, Roles: Any Role, Settings/User Management

Resolution

To set or reset the page you initially load when logging into the CRM, please follow the steps below. 

1. Navigate to the page you would like to use as your homepage (in this example, we're using the BD Analytics dashboard).
2. After the report has loaded, select your Display Name in the top right corner.
   
3. Select Set Landing Page from the drop-down list.
   
4. To reset the landing page to the main dashboard please select your display name again, instead selecting Reset Landing Page.