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Copy a shell instance dashboard

You can create new shell instance dashboards by copying and modifying existing dashboards. Copying a shell instance dashboard does not copy the permissions associated with the dashboard, but will copy all other dashboard information.

To copy a shell instance dashboard

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Company Sponsored Shells > [shell type] > [shell instance] > Setup > Dashboards in the left Navigator. The Dashboards log window opens.
3 Select a shell dashboard.
4 Click Copy.
5 Enter the name of the new dashboard and an optional description.
6 Click OK. The dashboard is listed in the log.
7 Select the dashboard in the log and click Open. The shell instance dashboard opens.
8 Choose Edit > Dashboard. The Edit Dashboard window opens. (See "Configuring shell instance dashboards".)
9 Modify the new dashboard as needed and OK.

 

 

 

 

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