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The default [[User|user]] settings option provides you with a way of controlling the setting each [[User|user]] will have when they first log into the system. We recommend that you set these values before setting up any additional [[User|users]].
To access the feature go to: 1. ) [[Global Settings]] - Users 2) Scroll down to the '''User and Contact Settings''' 3) Click the '''Default User Settings''' link.
The Default User Setting window is displayed.
<u>'''Default User – Regional Settings'''</u>
These options determine your the default regional settingsfor new users. The checkbox beside each setting is a "Force Setting" option, meaning that users will not be able to re-set this option in their [[System_Settings#Regional_Options|System Settings]].
[[Image:Default User Settings - Regional Settings.png|link=]]
* '''Input Date Format''' – the individual [[User|user’s]] preferred entry format for date time values.* '''Input Display Short Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values. * '''Input Display Long Date Time Format''' – the individual [[User|user’s]] preferred link long display format for date values.* '''Display Time Format''' – displays time valuesin 12- or 24-hour format.* '''Time DifferenceZone''' – used to set your local - sets the default user time zone. Any timezone on the planet Earth can be chosen as the default for new users.
* '''Home Currency''' – the default currency for this [[User|user]]. This currency will be referenced in applications such as [[Sales Tracking]] and Expense Tracking. This currency will be assumed to be the default currency for this user.
* '''Language''' – the [[language ]] that you wish to use. Currently you can select from seven fourteen languages.
* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps.
<u>'''Default User – New User Default Settings'''</u>
These options determine the role and company that will be assigned to all new user created in the system. These are simply the default settings applied at the time of creation and can be modified if they do not apply to an individual user. The checkbox beside each setting is a "Force Setting" option, meaning that users will not be able to re-set this option in their [[System_Settings#New_User_Default_Settings|System Settings]].
[[Image:UserSetting1.png]]
<u>'''Default User – New Company Default Settings'''</u>
These options determine the category and parent company that will be assigned to all new organizations created in the system. These are simply the default settings applied at the time of creation and can be modified if they do not apply to an individual organization. The checkbox beside each setting is a "Force Setting" option, meaning that users will not be able to re-set this option in their [[System_Settings#New_Company_Default_Settings|System Settings]].
[[Image:OrgSetting1.png]]
These options determine the statuses and level 1 templates that will be pre-selected in the Search panel when the user accesses the UTA Level one list view for the first time. This ensures that users are immediately presented with information after accessing the List view, rather than having to manually select Statuses and Template types and run the search.
[[Image:UTAUserSettingUTAUserSettings.png|border|750px]]
In the example above when the user first accesses the GMS360° - Grants Donations Management UTA the Search Panel will have the Approve Pledged, Received, Distributed and Confirmed statuses pre-selected, while all the Donor Advised Donation, Thematic Donation and One-time Donation templates will be selected. Therefore, the user would be immediately presented with all records that have the status and one of the template types.
