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Creating a Shell

There are multiple ways to create a shell.

• Manually, from scratch
• Copying from a shell template
• Copying from an existing shell
• Importing via a CSV file
• Using a shell creation business process

When you create a shell from a shell template or by copying another shell, any shell dashboard that exists in the source template, the system copies the dashboard into the destination shell.

In This Section

Create a New Shell Manually

Create a Shell by Copying a Template or Shell

Managing Member Companies

Managing Shell Users and Groups

Create New Shells using an Imported CSV File

Create Shells with Shell Creation Business Process

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Last Published Monday, August 28, 2023