Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.
Installation Guide
Installing the Add-on
1. [Step 1]
It is always a good idea to backup your instance files and database before installing any module or upgrading
2. [Step 2]
Download the zip file from the purchases page within your Sugar Outfitters account. Make sure you download the correct file for your instance. For SugarCRM 7.9 + please make sure to download the DashboardCopyManagerSugar79_V1_7.zip or newer package.
3. [Step 3]
Login to your instance as an admin and access the Module Loader from the Administration Page
4. [Step 4]
Upload the downloaded .zip package
5. [Step 5]
6. [Step 6]
Enter your license key from Sugar Outfitters
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"This is a very elegant approach to a tricky problem. The best part is that you simply select any existing dashboard as the basis for your template."
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