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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 here

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.

  1. Navigate to the Databoards page
  2. Hover over the Databoard that you want to copy to a Client Account. Click on the  ... More icon. 
  3. Select Copy  to Client Account from the drop-down list. This option will only be available if at least 1 Client Account has been created. 
  4. From the Clients drop-down list, select the Client Account that you want to copy the Databoard to
  5. Click the green Send copy button to send a copy of the Databoard to the selected Client Account
  6. Navigate to the Client Account where the copy was sent. Navigate to the Databoards page
  7. Click the green Accept button to fully accept the Databoard into the Client Account
  8. In the Connect Data Source window, select the appropriate Data Source(s) from the Client Account to repopulate the copied Databoard with data
  9. Click the green Accept button to complete the process. The Databoard is now completely disconnected from the Databoard in your Agency Account, so you can customize it further to meet your Client's unique needs.