Account Management
Manage accounts with guides on security, SSO, activity log, user and client management, customization, settings, and white-label setup.
Advanced Security
Client Accounts
- Create a client account
- Databox Solutions Partner Program
- Delete a client account
- How can I share, move, or copy dashboard or reports to a client account?
- How does data update when copying a Databoard to a Client Account?
- How to copy a Databoard from one Client Account to other Client Accounts
- How to copy Databoards to a Client Account from your Agency Account
- Overview: Agency Onboarding
- Overview: Client Performance Overviews
- Understanding client accounts
- Which Custom Metrics won't be retained when sending a Databoard to a Client Account?