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There are two ways to create a User Dashboard:
| 1. | Use the File > System Administrator > Manage User Dashboards option to select a System Dashboard Template and assign it to a user or user group and then modify it as needed. Use the Save Dashboard Settings option (Dashboard Bar pop up menu) to save your revisions as company template. Assign the new company template to other users or user groups. |
| 2. | Create a dashboard entirely on your own and then save it as a company template so that it can be used by other users. This will include creating Shortcuts, Views, Report Links and Charts. |
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