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Create dashboards from templates

How to create a new dashboard from a template so each user sees data scoped to them.

Note: this feature is available to Admin users only.
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What is a template?

Templates allows you to create multiple instances of dashboards for a group of users. Their dashboards will have the same content but will be scoped by each user's code, so each person will only see the data relevant to their set of drivers, customers, etc.
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Create a dashboard from template step by step:

  • Go to dashboards and click the 'Create Dashboard' button in the upper right hand corner of the page
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    Dashboards and click the 'Create Dashboard' button in the upper right hand corner of the page


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  • Select the option 'From template'
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    The option 'From template'


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  • From the drop down list of templates choose one that you wish to use
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    NOTE: If you don't have any templates, email us at [email protected]
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  • Enter a dashboard title
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  • Select one of the access options
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    • Private - visible just to you (you can change it later in dashboard settings)
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    • Admin only - visible to all admins
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    • User - visible to the selected users and to the admins.
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    • Public - visible to everyone
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Dashboards and click the 'Create Dashboard' button in the upper right hand corner of the page Select the


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  • Using a pre-set list of variable filters, set the filters that will display all data relevant to this particular user - remember to also de-select the default filter! Click 'Update' and then 'Create'
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    Using a pre-set list of variable filters, set the filters that will display all data relevant to this


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  • The new dashboard will appear on your index screen with a 'Created from Template' tag.
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What's next

Still using the FleetOps v1/v2 interface? View the legacy version of this article.

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