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Dashboards/Whiteboards - "Copy to Another Org" Option

Super Admins (SA) typically create a Dashboard and Share it as an example of 'Default' options for Whiteboards. However, the SA then has to maintain that Dashboard for each org so that the Users can continue to have access to it.

As a workaround, the SA can create the Dashboard under an org specific User (i.e., "Passare Reporting"), but then the Dashboard still has to be recreated from scratch each time. This becomes very timeconsuming and inefficient as we bring on more customers.

The ability to "Copy to Another Org," so that a Dashboard could then be Shared with its Users, would cut out much of this process and improve both the speed and ease in which we assist our customers.

  • Kaylan Johnson
  • Jan 25 2022
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