If you have built a dashboard and would like to share this with other users, this can be achieved by creating a template.
Whilst viewing your dashboard, click on the downward arrow next to Add Widget in the top right. Select Templates > Create.
Complete the details in the pop-up. Categories can be selected to assist users in locating the new template when searching for it.
Click OK when done. The template will now be available for users to select from the template library when adding a new dashboard.
Top Tip
- The default setting is that all users can create dashboard templates. This can be restricted to System Administrators only, if required. Please contact Verto Support if you want this setting applied (Verto Pro Only).
- Remember, dashboard templates are not included in a site copy and so should always be created in the Live site.