Save as Default Layout

There are two types of layout in the dashboard. Depending on the type of user account you have you will be able to only see the default layout for a category, or you will be able to create your own tailored layout. 

If you want other users to see the layout you have created, you can publish a layout to:

  • A user who does not have the ability to create their own layout. In pi we call these users Chart Viewers.

  • A user who can create their own layout, but hasn’t yet changed it, so they are currently viewing the default layout.

 We cannot publish layouts to users who have their own tailored layouts.

To publish a layout all we need to do is click the ‘Manage layout’ button  located in the top right-hand corner of the dashboard and then select ‘Save as Default Layout’.

Clicking ‘Revert to Default Layout’ will change your layout back to the same as the current default layout.

Once published you will receive a confirmation in a ‘snack bar’ popup as shown below.

Other applicable users will need to refresh their browser session to pick up the newly published layout.