Agency Plan: This article shows how to duplicate dashboards across clients

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.

1. Navigate to Clients on the left-hand side bar, and click "Add Client"
2. The "Client" you'll be creating is for internal use only.
3. 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.