Overview
Default settings let you preconfigure how new iGuides are created by saving your preferred Industry, Package, Add-ons, Report Recipients, Editors and Viewer preferences. This makes tour setup faster and keeps your output consistent.
In this Article
- Before You Begin
- How to Edit Your iGuide Default Settings
- Troubleshooting
- Frequently Asked Questions
- Related Articles
Before You Begin
- Confirm you have access to your iGuide Operator Portal account.
- Changes apply only to newly created iGuides, not existing ones.
- A banner applied during creation overrides your default settings, so add banners after creation to keep your defaults.
- Global settings apply first, user settings override global settings, and banner settings override both.
How to Edit Your iGuide Default Settings
Step 1: Log in to your iGuide Portal
Step 2: Open Settings
Click your name in the top-right corner and select Settings.
Step 3: Access iGuide Defaults
Select iGuide Defaults from the Settings menu.
Step 4: Edit Industry, Package & Add-ons
Choose your preferred Industry, Package and any Add-ons.
Step 5: Update Report Settings
In the iGuide Report section, edit the default recipients or add email addresses.
Step 6: Assign Default Editors
In the iGuide Editors section, assign your default Editors. Editors must already have a Portal account, as only existing users can be assigned this role.
Step 7: Customize Analytics Preferences
In the iGuide Analytics section, choose your default analytics recipients.
Step 8: Modify Viewer Settings
In the iGuide Viewer section, adjust how your iGuides appear by default.
Step 9: Save Your Changes
Click Save at the bottom of the page to apply all changes.
Troubleshooting
Changes not appearing: Make sure you’re editing iGuide Defaults, not an individual iGuide. Defaults only apply to newly created iGuides.
Banner settings not saving as expected: A banner applied during creation overrides your saved defaults. Apply banners after creating the iGuide to keep your defaults.
Frequently Asked Questions
Q: Will changing my default settings update iGuides I’ve already created?
A: No. Default settings only apply to iGuides created after you save your changes. Existing iGuides keep the settings they were created with.
Q: I set my defaults, but a new iGuide didn’t use them. Why?
A: If a banner was applied when the iGuide was created, the banner’s settings override your defaults. To keep your defaults, apply the banner after the iGuide has been created. For more on banners, see How to Add Branding with the iGuide Portal.
Q: Which settings take priority: global, user or banner?
A: Global settings apply first, user settings override global settings, and banner settings override both.
Q: Why can’t I add someone as a default Editor?
A: Editors must already have an iGuide Portal account, as only existing users can be assigned this role. Once they’ve created an account, you’ll be able to add them. See How to Set Up Your iGuide Operator Account and How to Add Editors to an iGuide.
Q: Can I still change the settings on an individual iGuide?
A: Yes. Your defaults set the starting point for each new iGuide, and you can still adjust the settings on an individual iGuide after it’s been created.
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