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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Installation Guide

Installing the Add-on

1. [Step 1]

It is always a good idea to backup your instance files and database before installing any module or upgrading

2. [Step 2]

Download the zip file from the purchases page within your Sugar Outfitters account. Make sure you download the correct file for your instance. For SugarCRM 7.9 + please make sure to download the DashboardCopyManagerSugar79_V1_7.zip or newer package.

3. [Step 3]

Login to your instance as an admin and access the Module Loader from the Administration Page

4. [Step 4]

Upload the downloaded .zip package ModuleLoader.png

5. [Step 5]

Accept.png

6. [Step 6]

Enter your license key from Sugar Outfitters License.png

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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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