How to copy a Databoard from one Client Account to other Client Accounts

Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here

  1. From any page in Databox, click on the Switch Accounts icon in the top left of the navigation bar.
  2. Click on a Client from the Available Client Account list to switch to the Client Account.
  3. Navigate to Databoards from the left navigation bar. 
  4. Hover over the Databoard that you want to copy to a Client Account. Click on the ... More icon. 
  5. Select Copy to Client Account from the drop-down list. This will open a window where you can select your Client Accounts.
  6. Select the Client Accounts you want to move the Databoard to. 
  7. Click the green Send Copy button to send a copy of the Databoard to the selected Client Account.
  8. Switch to the Client Account where the copy was sent. Navigate to the Databoards page from the left navigation bar.
  9. Click the green Accept button to fully accept the Databoard into the Client Account.
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  10. In the Connect Data Source window, select the appropriate Data Source(s) from the Client Account to repopulate the copied Databoard with data.