How to send a Databoard to a Client Account
Please note: You must have at least one Client Account before you copy a Databoard to another account.
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
Goals that have been set up on a Databoard under your Agency Account will not be sent along with the Databoard to Client Accounts.