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How to duplicate an entire Dashboard

Users can duplicate any Dashboard that they have access to and modify it to suit their needs and share/ publish it to a wider audience.

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Written by Product Marketing
Updated this week

Dashboards, when created, are visible to the owner. Once published, they are also visible to users looking at the Dashboard listing.

If they are tagged with a site, they are also visible under the site dashboards tab in Organise.

Other users can be made co-owners of dashboards under the 'Share Dashboard' action, which means that they also have edit access along with the owner.

Any user can duplicate a dashboard regardless of ownership.

How do I duplicate a dashboard?

Users can duplicate a dashboard under the 'Actions' menu. This is available regardless of ownership of the dashboard.

Edit access

View Only Access

Confirmation

Clicking 'Duplicate Dashboard,' opens the below modal. When users click 'Duplicate,' a copy of the dashboard opens in a new tab. The name is prefixed with 'Copy' by default, and the dashboard can then be edited as needed. See further information on editing a dashboard.

Tips

Things to remember when a dashboard is duplicated:

  • The user duplicating the dashboard becomes the Owner of the copy.

  • The copy of the dashboard will always be created in an unpublished state.

  • The name of the newly duplicated dashboard is appended with "Copy of". Update it as required.

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