How can a System Admin assign or share personal dashboards between users?

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Posted on by AV-16080627-0

Hello,

A user created a few personal dashboards before leaving the company. We would like to share these dashboards with other active users, but as the System Admin, I cannot access them.

Is there a way to access and share these dashboards as a System Admin within the CRM?

Regards,

Avinash Vyas

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vgolla 13 on at

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If the user’s account is not disabled yet, you can impersonate as the user using Level-up extension and share it with your self or admin account with all permissions.

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AV-16080627-0 16 on at

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Hello vgolla,

Thank you for your response. Could you please guide me on where to find documentation for the Level-up extension and Impersonate?

Regards,

Avinash Vyas

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