for most of the dashboards I can not click create user copy. Where do I found that and active it for select users?
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Create User Copy of Dashboard
Best answer by meganfriesen37
The users will get whatever the current “stock” version (designed by users with whatever the dashboard owner role is) as the default version to start with and then can personalize (add, remove, delete) on their own copy of this dashboard. Users who personalize also have the option of reverting back to the stock option. A personalized dashboard cannot be shared to another user (i.e. if Bob customizes his dashboard and his colleague Jill loves it, he cannot just “share” his version with Jill - or at least not that I’ve seen).
+12You can control this on the dashboard screen...
+12
I think it only works if the user does not have the “dashboard designer” role.
In your example, it looks like the user already has made a copy or has the dashboard designer role. If you click the design button, you should have the option to reset to default if it’s a copy. Resetting to default will make the create copy button available again.
what happens there is if I do that it takes away all the work done on the dashboard and it all disappears to the default.
Hi
+4
If you want to give access to same dashboard to other select users, do this
- Go to user Profile (select the username)
- Select [Personal Settings] Tab
- Under Home Page Field - select the specific dashboard created that you want to give access to the specific user.
see below screen capture:
Hope this helps.
+4
Do this:
- On the Dashboard profile [CHECK] Allow User to Personalize
- Grant [ACCESS RIGHTS] to the specific role where your user belongs
+13What is the dashboard owner role? Make sure that the users that want to personalize the dashboard do NOT have the owner role. The Owner role will make changes for everyone.
+13The users will get whatever the current “stock” version (designed by users with whatever the dashboard owner role is) as the default version to start with and then can personalize (add, remove, delete) on their own copy of this dashboard. Users who personalize also have the option of reverting back to the stock option. A personalized dashboard cannot be shared to another user (i.e. if Bob customizes his dashboard and his colleague Jill loves it, he cannot just “share” his version with Jill - or at least not that I’ve seen).
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