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Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.

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Dashboard Manager for SuiteCRM

Dashboard Copy Manager will save countless hours for administrators setting up new users in SuiteCRM. Just copy the settings from an existing user and copy to a selected group of Users, Security Groups, or Roles.

Have Dozens or Hundreds of Users to Setup?

Setting up new users can be a time consuming process. If you want to set up the Home page for each user you would need to log into each account and set them up manually.

With Dashboard Copy Manager you can copy the home page settings from any user and deploy to any number of users you choose. Additionally, you can deploy to Roles or Security Groups to save even more time and prevent missing anyone.

Restore Dashboard

When deploying from a template we also create a backup of each user's dashboard. This allows for admins to quickly restore if they accidentally added a user they shouldn't have

Steps

Create a Template and select the user you want to copy.

DashboardTemplateDetailView.png

Choose to deploy to selected users, roles, or groups

DashboardTemplateStepOne.png

Select who to deploy to

DashboardTemplateStepTwo.png

Once deployed you will have a before and after setting from which you can restore from

DashboardDeploymentsSubpanel.png

Easily deploy by selecting a Deployment from the Template Subpanel

DashboardDeploymentsDetailView.png

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Rating
  • "It is nice to be able to setup a dashboard with the way you want it configured and push it out to users."

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