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How to Edit Your iGUIDE Default Settings

Updated

Overview

Follow these steps to customize your default iGUIDE settings. These defaults will be applied to all future iGUIDEs you create, helping you streamline setup by pre-selecting your preferred Industry, Package, Add-ons, Report Recipients, Editors, and Viewer settings. 

Before You Begin

  • Ensure you have access to your iGUIDE Operator Portal account
  • Changes apply only to newly created iGUIDEs
  • If a banner is applied during creation, it will override default settings. To preserve defaults, add banners after creation. 

Steps

Step 1:  Log in to Your iGUIDE Portal 

Step 2: Go to Settings

  • Click your name in the top-right corner of the portal, then select Settings from the dropdown. 

Step 3: Access iGUIDE Defaults

  • From the Settings menu, click on iGUIDE Defaults. 

Step 4: Edit the Industry, Package & Add-ons

  • Scroll to the iGUIDE Industry, Package & Add-ons section.
  • Choose your preferred Industry, Package, and any Add-ons
    • Not sure what industry to select? Refer to our related articles below for more information.  

Step 5: Update iGUIDE Report Settings

  • Scroll to the iGUIDE Report section.
    • Edit default report recipients
    • Add any additional email addresses 

Step 6: Assign Default Editors

  • Scroll to the iGUIDE Editors section.
    • Add default editors or primary contacts for all future iGUIDEs 

*Editors in the iGUIDE Portal must have an account and can create or edit iGUIDEs, including modifying photos, room labels, panoramas, and settings. Only existing users can assign the Editor role* 

Step 7: Customize Analytics Preferences

  • Scroll to the iGUIDE Analytics section.
    • Choose the default recipients for analytics data 

Step 8: Modify Viewer Settings

  • Scroll to the iGUIDE Viewer section.
    • Customize how your iGUIDEs will appear by default 

Step 9: Final Save

  • Scroll to the bottom again and click Save to confirm and apply all changes. 

Troubleshooting

Issue: Changes to the iGUIDE details not appearing? 
Solution: Ensure that you're editing iGUIDE Defaults, not individual iGUIDEs. Defaults only apply to newly created iGUIDEs.

Issue: Banner settings not saving as expected?  
Solution: Remember: if you apply a banner during iGUIDE creation, it will override your saved defaults. To use your defaults, wait until after creation to apply a banner.

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