Editing your iGUIDE Defaults

The iGUIDE Default settings are meant to apply specific settings that you enable for your iGUIDE for every iGUIDE you create.

As a general warning, if you apply a banner to your iGUIDE on the Create iGUIDE page, the banner settings will override your iGUIDE Default Settings. As such, if you want to add a banner to an iGUIDE, add the banner to the iGUIDE after creation if you wish to have your default settings applied to the iGUIDE.

The iGUIDE Default settings will only apply to your future created iGUIDEs. Any iGUIDEs you created before changing your iGUIDE Defaults will not have the same settings enabled, and they will have to be changed on the iGUIDE manually.

Step-by-step Instructions for editing the Default iGUIDE Industry, Package & Add-ons:

This section will include information on how to change the Default Industry, Package, and any add-ons you would like on the Create iGUIDE page.

1. Log in to the iGUIDE Portal.

2. Click on your name in the top right hand corner and then click on Settings

3. Click on iGUIDE Defaults

4. Scroll down to the IGUIDE Industry, Package & Add-ons section

5. Select the Industry, Package and Base Package that suits your needs, and any Add-ons necessary. An example is below, refer to Figure 1.

Figure 1

1. Once you have made your selection, scroll down to the bottom of the page and click Save to ensure your changes take effect. (Refer to Figure 2)

Figure 2

Step-by-step Instructions for editing the Default Settings:

1. Scroll down to the iGUIDE Report section

2. Make any changes to the default recipients for the iGUIDE Report, and add any additional email addresses necessary. Refer to Figure 3 for additional information

Figure 3

1. Scroll down to the IGUIDE Editors section and add anyone that you would like access to your iGUIDE as an editor by default, or primary contacts for your iGUIDE. See Figure 4

Figure 4

1. Scroll down to the iGUIDE Analytics section, and select option that best suits your needs for the iGUIDE Analytics recipients. See Figure 5

Figure 5

1. Scroll down to the iGUIDE Viewer section

2. Make the edits that best suit your needs for your iGUIDEs. Any previous edits can be set as a default from here for all future iGUIDEs. Refer to Figure 6

Figure 6

1. Scroll to the bottom of the page and click the save button, to ensure that your changes are taken into effect for your next created iGUIDE. (Refer to Figure 7).

Figure 7