Company Admin: Editing Dashboards

Company Admin: Editing Dashboards

As a company admin, you have the ability to view, edit, and copy users dashboards.

To view a users dashboard

  1. Navigate to your Employees list (Company Admin -> Users -> List)
  2. Next to each user, there will be 3 buttons under the Action column
    1. Edit User
    2. View User's Dashboard
    3. Copy this User's Dashboard
  3. Click the View User's Dashboard button to view this users dashboard. Managing and editing a user's dashboard is the same as managing and editing your own dashboard.

To copy a users dashboard

  1. Navigate to your Employees list (Company Admin -> Employees & Company Info)
  2. Next to each user, there will be 3 buttons under the Action column
    1. Edit User
    2. View User's Dashboard
    3. Copy this User's Dashboard
  3. Click the Copy this User's Dashboard button to use this dashboard as a template and copy it to other users.

4. Multiple users can be selected or click the Select All button to easily select all users.

5. Click the Copy Dashboard button. This will copy the template dashboards to each selected user (note this process may take a few minutes to complete depending on the number of users selected).

Important Note

Be careful when copying a users dashboard because the process first destroys the users current dashboard and rebuilds it using the selected dashboard template. This process cannot be undone so be sure your users are aware their current dashboards will be replaced.