Agency Plan: This article shows how to duplicate dashboards across clients
FYI:This feature is only accessible for Agency Plan users who are white-labeling Cyfe
In This Article:
- Create a "Template" Client Account
- Duplicating / Copying Dashboard(s)
Create a "Template" Client Account
Duplicating dashboards across dashboards comes at a click of a button. Duplicating dashboards across multiple clients requires a few more steps. In order to duplicate dashboards across your clients, you'll first need to create a "Template" Client Account.
- Navigate to Clients on the left-hand side bar, and click "Add Client"
- The "Client" you'll be creating is for internal use only.
- Log in as the Client and build out the templates you'll use across your clients
After creating your "Template" Client Account, login to impersonate their account:
After logging into your Templates Client Account, build out the templates you wish to duplicate for your new client accounts. In the example below is a screenshot of a template dashboard we've created:
Duplicating / Copying Dashboard(s)
In order to copy your template dashboards across clients: you'll first need to Add Client:
- Click on Add Client
- Enter required information
In the example below, the client created is "*New Client #1"
From the Manage Client dashboard, click duplicate from your Clients Template you setup:
Next, choose the dashboards you want to duplicate, and the client accounts that you want to duplicate the dashboards to, and click Duplicate:
That's it! If you have any difficulties creating and duplicating dashboards across clients, create a ticket here.