Creating & Managing Licenses
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      Global/Account/User Preferences

      The Global Preferences page gives you control to make key changes to your platform at a global, account or user level

      Amending Preferences

      1. To amend global or account-wide default preferences, go to the Accounts section of the admin interface and select Global Preferences.

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      2. Then:

      • For global changes, click the 'Edit' icon in the Global default column for the preference you'd like to amend.
      • For account-wide changes, click the 'Edit' icon in the Account default column for the preference you'd like to amend.
      • For user-specific changes, select a user from the drop-down menu and then click the 'Edit' icon in the User specific column for the preference you'd like to amend.

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      3. You can amend the following preferences:

      Advanced

      • Auto Generate Report Codes - If enabled, report codes will be automatically generated. 
      • Can impersonate other users - When single sign on is used, this allows non-client admins to other users via a link generated through the APIs.

      Header

      • Custom header left - HTML to render in the left portion of the site header area
      • Custom header right - HTML to render in the right portion of the site header area
      • Custom header tab indent - Left indent of main tabs
      • Custom HTML in banner - HTML to render in the banner area below the navigation links
      • Set a custom homepage banner - Set up a static homepage banner

      Home Page

      • Home page extra tab content - Optional HTML for homepage
      • Home page extra tab title - The title of the extra tab
      • Home page news widget source report code - Specifies which news feed reports should be displayed in the home page widget

      Misc

      • Chart color set - Defines the colours graphs will be drawn within Dataviewer
      • Enable allow sharing - This preference may be used to allow sharing information between users
      • Enable send briefing via email - Adds 'Send this briefing to someone' button to the bottom of the briefing page.
      • Enable posting of notes - Choose whether to allow users to post notes
      • Enabled report export file types - Specify the types of exported files that the user may generate when downloading content from the site. This preference may be used to manage the DRM rights
      • Hide marketing pages - Whether users should see marketing pages for content they do  not own
      • Maximum user password age - The maximum allowed age of the users' password (in days), before the user will be prompted to change it.  Note this also applies to API users
      • Opt out of email alerts - Whether users should receive saved search email alerts
      • Popular searches - Define a list of search terms that appear on the homepage
      • Product content usage tracking - Prompts users to enter a chargeback code whenever they view or download product content
      • Tracking snippet - Insert code into the footer of each page

      New feature previews

      • Preview displaying analysts in search results - Analysts will be displayed in search results as links. Clicking on these will trigger a filtered search to find other products authored by the analyst.