How to copy a Databoard to a Client Account
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner
The ability to send copies of Databoards to Client Accounts allows you to create a scalable reporting process for your Agency. Create Master Templates in your Agency Account and send copies to your Clients to efficiently onboard them by following the steps below.
Pro Tip: If you want to copy a Carousel of Databoards to a Client Account, click the ... icon on the first Databoard in the Carousel.
Pro Tip: If you are copying a Carousel of Databoards to a Client Account, select the checkbox to copy them all at once.