This article will walk you through how to copy an existing Graphly dashboard from one account to another. This is most helpful for Agencies who manage multiple Infusionsoft and Graphly accounts.
Add a New Board
Log into the Graphly account you would like to copy a board to and click the Board icon.
Click Add Board from the menu.
Configure Board Settings
Select By Copying an Existing Board from the first drop-down menu.
Select the account you want to copy the board from.
Select the board you want to copy from the account you selected.
Give the new board a name and click Create.
Your dashboard should now be copied to the selected account.