Copy a Template from your Account into a Client Account
Please note: You must create at least one client account before you copy a template into one.
Check out this short video or keep scrolling for a text-based guide:
How to copy a databoard template from your account
How to accept a template in your client's account
e.g. If the template you've sent them visualizes Google Analytics data, and you've already connected their Google Analytics account inside their Databox account, you'll select it from the drop down. You can also connect their account as you accept the databoard.