Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.
Dashboard Manager for SugarCRM CE and SugarCRM 7
Dashboard Copy Manager will save countless hours for administrators setting up new users. Just copy the settings from an existing user and copy to a selected group of Users, Teams, or Roles.
Have Dozens or Hundreds of Users to Setup?
Setting up new users can be a time consuming process. If you want to set up the Home page for each user you would need to log into each account and set them up manually.
With Dashboard Copy Manager you can copy the home page settings from any user and deploy to any number of users you choose. Additionally, you can deploy to Roles or Teams to save even more time and prevent missing anyone.
When deploying from a template we also create a backup of each user's dashboard. This allows for admins to quickly restore if they accidentally added a user they shouldn't have
Create a Template and select the user you want to copy.
Choose to deploy to selected users, roles, or groups
Select who to deploy to
Select which dashboards to deploy
Easily restore by selecting a Deployment from the Template Sub-panel
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