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Create a settings preset

2 min read


Presets in Revenue Grid define how Sync and Sidebar settings are configured and reused across users and profiles. Instead of setting up configurations manually for each user, you can create a preset once and apply it where needed. This saves time, ensures consistency, and simplifies ongoing updates.

You can create presets in several ways:

  • Clone and edit an existing preset: Start with the default preset or any existing one, make the necessary changes, and save it as a new preset.
  • Import settings from an existing user: If a user already has the correct setup, you can use their configuration as a template and apply it to other users or profiles.

The default settings preset

The default settings preset is a system-defined, read-only configuration that contains the baseline Sidebar and Sync settings in Revenue Grid. It is available in all tenants and serves as a starting point for creating custom presets or as a fallback option.

Key characteristics:

  • Read-only: This preset cannot be edited, renamed, or deleted.
  • Clone to customize: Admins can clone the default preset to create new, editable presets with the same base settings.
  • Safe fallback: You can assign the default preset to users or profiles, but its settings cannot be changed to ensure consistent base configuration.

Clone a preset

Cloning allows you to create a new preset based on an existing one, including the default preset. This is useful for testing variations or starting a new configuration from a known setup.

  1. Go to Administration → Presets.

  2. Click the More options icon () next to the preset and select Clone.

  3. (Optional) Enter a new name in the Name field.

  4. Click Save.

The new preset opens automatically, so you can begin reviewing or editing its settings.

Import a settings preset from a user

Use this method if you already have a user with the desired configuration and want to create a preset based on their settings.

Review the reference user’s settings

Before importing settings, review the reference user’s configuration to make sure it matches your intended setup:

  1. In the Admin Panel, go to Administration → Users.

  2. Search for the user you want to use as a reference, and click their name to open the details page.

  3. Review the following tabs: Sync settings, Sidebar objects, and Sidebar advanced settings.

Import the user’s settings into a new preset

  1. In the Admin Panel, go to Administration → Presets.

  2. In the top-right corner, click Import from user.

  3. In the Users box, begin typing the reference user’s name and select them from the list.

  4. Click Save.

Once a preset is created—either by cloning an existing one or importing settings from a user—you can fine-tune the configuration to meet your team’s needs. After finalizing the settings, assign the preset to users or profiles to ensure a consistent, scalable setup across your organization. Using presets not only saves time but also reduces the risk of configuration errors and simplifies future updates.

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