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Patient Copilot Help Center

How To Clone A Subaccount Dashboard

Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to successfully clone a dashboard. * * * ## Dashboard Clone ## Step 1: Open A Dashboard Navigate to Subaccount > Dashboard and click on the dashboard selection menu. Search or browse for your target dashboard. Select it to open for viewing and editing.!(https://assets.patientcopilot.ai/d200bcdebdfc5e08.png) ## Step 2: Clone The Dashboard On the original-dashboard, click the action menu (3 dots) and click the clone button.!(https://assets.patientcopilot.ai/8ab2d3b0e2cf6019.png) ## Step 3: Configure and Save Dashboard Clone In the Clone Dashboard modal, write the cloned-dashboard title, set the dashboard’s privacy/access permissions, then click the Clone button. This will create the new cloned-dashboard with the appropriate settings.!(https://assets.patientcopilot.ai/11394bb52458c461.png) * * * ## Relevant Articles - (https://help.patientcopilot.ai/en/support/solutions/articles/155000001536)[Subaccount Dashboard Page - View or Edit](https://help.patientcopilot.ai/en/support/solutions/articles/155000004804)