Create User Copy of Dashboard

You can control this on the dashboard screen...

​@bwhite49 I did that and did not work. 

​@bwhite49 I did that and did not work. 

 

 

 

 

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 ​@SunnyM were you able to find a solution? Thank you!

​@Chris Hackett not yet. Doesn’t seem to work even if two sales people have access to different roles the copy dashboard does not appear. Still trying. 

​@SunnyM 

If you want to give access to same dashboard to other select users, do this

1. Go to user Profile (select the username)
2. Select [Personal Settings] Tab
3. 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.

​@ricoybanez thank you for that. I problem is that each person should be able to customize there dashboard which ever way they want. They all have the same role. Right now if one person makes a change it changes it for all of them. They have select access as well to the branch they work out of. 

​@SunnyM 

Do this:

1. On the Dashboard profile [CHECK] Allow User to Personalize
2. Grant [ACCESS RIGHTS] to the specific role where your user belongs

​@ricoybanez I just did that for a one of the users and I go to that dashboard and create copy is not there.