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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. 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 setting preset is a system-defined, read-only configuration that contains the 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:

  • System-defined: The default preset always reflects the current values of the tenant-level settings. If tenant-level values are changed—such as by an update from Revenue Grid support—the default preset is updated immediately to match. Presets created before the change retain the original values.
  • 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 configuration.
  • Safe fallback: You can assign the default preset to users or profiles to apply the current baseline settings.

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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