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Customer experience | Sales, Customer Insights,...
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How can a System Admin assign or share personal dashboards between users?

Posted on by 16
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
  • AV-16080627-0 Profile Picture
    AV-16080627-0 16 on at
    How can a System Admin assign or share personal dashboards between users?
    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
     
     
  • vgolla Profile Picture
    vgolla 11 on at
    How can a System Admin assign or share personal dashboards between users?
    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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