How to Duplicate a Subaccount Dashboard

Duplicating a Subaccount Dashboard

You can save time and maintain consistency by creating a copy of an existing subaccount dashboard. This cloning process allows you to reuse a dashboard's layout and configuration as a starting point for a new one.

Open the Dashboard to Clone

First, go to the Subaccount section and select Dashboard. Use the dashboard selection menu to find and open the specific dashboard you want to duplicate.

Initiate the Clone Process

With the dashboard open, locate and click the action menu (typically represented by three dots). From the menu that appears, select the option to clone the dashboard.

Configure the New Dashboard

A configuration window will appear. Here, you must provide a new title for your duplicated dashboard. You will also have the opportunity to set its privacy and access permissions. Once you have entered the new details, confirm the action by clicking the Clone button. Your new dashboard, with all the settings from the original, will be created and ready for use.