by Jackal Software

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.

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Admin Guide

Accessing Templates

You access the Dashboard Copy Manager from the Administration Page.
![AccessFromAdmin.png]( "AccessFromAdmin.png")


Create a Template and select the user you want to copy.

Screen Shot 2019-04-28 at 9.39.37 PM.png

Screen Shot 2019-04-28 at 9.39.37 PM.png

Choose to deploy to selected users, roles, or groups


Select who to deploy to


Select which dashboards to deploy

![DeployStep2.png]( "DeployStep2.png")

Easily restore by selecting a Deployment from the Template Sub-panel


Using the Dashboard Append Functionality

By popular demand we added the functionality to add individual or multiple dashboards to selected users instead of copy and replacing all Home, List, or Record form a user. This allow admins to create new dashboards and deploy them to the user base without impacting their other dashboards.

If a change to the original dashboard is made the admin will need to redeploy those dashboards. We will update the original copied dashboard if those dashboards have already been deployed to the selected user.

Navigate to Dashboard Append


Create Dashboard Append Record

When creating or editing a Dashboard Append Record we dynamically create a list of all available dashboards so you can append multiple dashboards at once. This list is sorted by [Owner Name - Dashboard Name]. We store the dashboard ID so if a user changes the name it doesn't impact the functionality but changing a name does not update the children dashboards.


Select the deploy action


Select type to deploy to


Select list of users, roles, or teams


Append Dashboards


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  • "This is a very elegant approach to a tricky problem. The best part is that you simply select any existing dashboard as the basis for your template."

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