How do I copy a dashboard that I created for another person in my organization?

There are two options that will let another user in your organization see a dashboard you have created. Note that the availability of these options may depend on your access level throughout Blue Triangle.

The first option is sharing a custom dashboard to your company account. A shared dashboard will be the exact dashboard that you created shown as a read-only version to all other members of your organization. No one who is able to see the dashboard will be able to modify it other than the original person who shared it, except to view different lookback periods. To share a dashboard, click the "share" button at the top right of the dashboards page or share in the dashboard manager.

The second option is cloning a custom dashboard to another user or multiple users in your company account. Cloned dashboards will essentially save a copy of your dashboard to these individuals' accounts. Once they have a cloned copy, they will be able to modify the data and widgets. To clone a dashboard, enter the dashboard manager and check the box next to one or more custom dashboards. A "Clone" button will appear at the bottom, which, when selected, will allow you to select one or more individuals in your organization to share the dashboard with.