# 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…

- Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-clone-a-subaccount-dashboard
- Section: Dashboards / Getting Started w/ Dashboards
- Reading time: 1 min
- Images: 3, each explained below
- Modified on Fri, 4 Apr, 2025 at 5:08 PM

---
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.

---

**TABLE OF CONTENTS**

-   [Dashboard Clone](#dashboard-clone)
    -   [Step 1: Open A Dashboard](#step-1-open-a-dashboard)
    -   [Step 2: Clone The Dashboard](#step-2-clone-the-dashboard)
    -   [Step 3: Configure and Save Dashboard Clone](#step-3-configure-and-save-dashboard-clone)
    -   What's Next:

---

# **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.

![Step 1: Open A Dashboard (image 1 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044573427/original/SabBltMQD22qnDtAa81ooJp0HJUWRRLghQ.png)

**Step 1: Open A Dashboard (image 1 of 3)**

This screenshot appears in the "Step 1: Open A Dashboard" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: 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. The navigation path used here is Subaccount > Dashboard. Immediately after, the guide continues: On the original-dashboard, click the action menu (3 dots) and click the clone button.

- Path: Subaccount > Dashboard
- Where to go: 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.
- Next: On the original-dashboard, click the action menu (3 dots) and click the clone button.

## **Step 2: Clone The Dashboard**

On the original-dashboard, click the action menu (3 dots) and click the clone button.

![Step 2: Clone The Dashboard (image 2 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044573391/original/7QxGqD4lg8IgpiqZmBFyvs4K7HMBNSF2ew.png)

**Step 2: Clone The Dashboard (image 2 of 3)**

This screenshot appears in the "Step 2: Clone The Dashboard" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: On the original-dashboard, click the action menu (3 dots) and click the clone button. Immediately after, the guide continues: 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.
- What to click: On the original-dashboard, click the action menu (3 dots) and click the clone button.
- Next: 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.

## **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.

![Step 3: Configure and Save Dashboard Clone (image 3 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044573401/original/lzYJqJReqAwa75pXQ5EGJ9wnffGvqI7J1g.png)

**Step 3: Configure and Save Dashboard Clone (image 3 of 3)**

This screenshot appears in the "Step 3: Configure and Save Dashboard Clone" section of "How To Clone A Subaccount Dashboard". The text alongside this image reads: 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. Immediately after, the guide continues: Subaccount Dashboard Page - View or Edit How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard.
- What to click: 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.
- Next: Subaccount Dashboard Page - View or Edit How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard

---

## **Relevant Articles**

-   [](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-edit-a-dashboard)[Subaccount Dashboard Page - View or Edit](https://docs.ghlcustomercare.com/docs/dashboards/subaccount-dashboards/subaccount-dashboard-page-view-or-edit)
-   [How to Edit a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-edit-a-dashboard)
-   [How to pin dashboards as favourite](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-pin-favorite-dashboards)
-   [How to manage permissions for a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions)

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com