As an Insight+ user, you benefit from pre-configured default filters and filter values set by your organization's administrators. These filters will only be visible if your organization’s administrator has configured user profiles with default filters.

Selecting user profile on first sign-in

When you first sign in to Insight+ application, you'll be prompted to select a user profile for search experiences, and possibly a second profile for your landing page, depending on your organization's administrators configuration.

1. In the Select your default profiles dialog, select your user profile from the drop-down list.

2. Select Save.
   
   After you select your default user profile, all Admin set default filters for that profile will be applied to the search experience or sub-landing page you're in.
   

   Figure: Initial sign-in dialog to select user profile when both Search experience and Landing pages have different user profiles created

   

Making changes to your default filters

You can add or remove default filters and values either temporarily for a particular search, or permanently by saving the changes to your default filters.

To make temporary changes, select icon by the filter value in the filter bar to remove a filter, or add additional filter values using the left-hand panel or Advanced search form. When you have finished your search, select Reset filters and it'll return you to your default filter view.

For more information on how to add or remove filters, refer to add or remove filter(s)

If you'd like to save the changes that you have made to your default filters:

In the center panel, next to the applied filters, select the context menu icon and then select Save as my default filters.

You can use the same action to save any selected filters as your defaults, regardless of whether any admin defaults have been applied for you. Once set, these defaults will apply to the search experience in which you have set them.

Delete personal user default filters

In addition to saving personal default filters, you also have the flexibility to delete personal default filters and create new ones.

To delete personal default filter settings:

Select the icon and then select Delete my default filters.

Once you've deleted your personal default filters, you can set new preferred filters and save them as your personal default. This lets you easily update your default settings to your needs.

Clear search vs reset filters option

When multiple filters are applied, the search criteria become too specific, and no search results get displayed.

In such scenarios, you can select from either of the following two options to refine your search:

• Option 1

  • Select Clear search.
    
    This will remove all applied filters, and provides a fresh start to add filters of your preference.

• Option 2

  • Select Reset filters.
    
    When you select Reset filters, the application prioritizes and reverts to saved personal default filters, if available. If only Admin default filters are set, it'll apply those.
    
    NOTE: The saved personal default filters always take precedence over admin default filters.
    

    Figure: Clear search and Reset filters option

    

Reset to admin default filters

After saving your personal default filters, the option Reset to admin filters gets enabled only if your administrator has set Admin default filters.

Select the icon and then select Reset to admin filters.

Default filters updated by the administrator

• When you have your personal default filters saved, and the administrator updates the default filter settings for your user profile, then a notification is displayed showing that the administrator has updated the default filters.

  • Select the icon to remove the notification.

To apply the updates, select the icon and then select Reset to admin filters.

You can also choose not to apply the Admin default filters updates and continue with your saved personal filter settings.

• When you don't have any personal default filters saved, a notification like the one in the following figure is displayed.
  

  Figure: Notification for updated admin default filters when no personal default filters are saved

  

To apply the updated admin default filters, select Reset filters.

Default filters removed by the administrator

When the administrator deletes the default filter settings for your user profile, and there are no personal default filters saved, a notification is displayed showing that the administrator has changed the default filters.

Select the icon to remove the notification, and then select Clear filters, to remove all Admin set filters.

Alternatively, if you want to retain the Admin default filters, you can select the ​icon and then select Save as my default filters.

Changing your user profile

You can switch between different user profiles to access different default filter settings configured by the administrator for all search locators and landing pages.

To change to another user profile:

1. Select your user profile and then select Settings.

2. In the Settings dialog, under User profile section, select the drop-down menu to select and update your default user profile.
   

   Figure: Settings dialog

   

3. Select Apply.

4. In the center panel, select Reset filters to apply the default Admin filter settings for the selected user profile.

User profile deleted by administrator

If your associated user profile is deleted by the administrator, the following notification message is displayed along with an option to select a new default profile.

“The user profile you have previously selected was removed. Please select a new profile.”

To select a new user profile:

1. In the Select your default profiles dialog, select the drop-down list, and then select your user profile.

2. Select Save.

3. Select Reset filters to apply the admin default filters for the selected user profile.
   

   Figure: Selecting new user profile