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

1
 Navigate to "Databoards" within your account.

 

2
 Scroll over the databoard you want to duplicate into a client's account. 
3
 Click the icon with an arrow on top of a box. The scroll over text says 'send to client account'. 

4
 Choose from the drop down list of your clients who you would like to send it to.

How to accept a template in your client's account

1
 Toggle to your client's account

 

2
 Navigate to the list of databoards inside the client account
3
 Find the databoard you've sent. Click "accept" databoard.

4
 It will then ask you to connect their datasource to the databoard. If you've already connected their data sources within their account, you will see the accounts in a drop down.
5
 Once all necessary accounts are connected and selected, the databoard will input your client’s unique metrics and the duplication process is complete. 
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.

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