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Status Planned
Workspace Passare API
Created by Kaylan Johnson
Created on Jan 25, 2022

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those.

Allowing Users to "Save as New," similar to how it works in User Reports, would benefit in allowing changes to be made at the User level and still maintaining the integrity of what the original owner created for others.

Otherwise, Users are limited to having to re-create the Dashboard/Whiteboard from scratch, even if they only wanted to change one minor thing.

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