Template in Databox

How to use Template

We need to determine which SYSTEM TEMPLATE to use for each Client

Note: We are still working on ther Systems to have their own templates but for now these are the systems that majority of our clients are using;

Once you determine what system the client is using; you may proceeed to Databox and then Log-in

Hover your mouse in the lower left side (Switch Client)(determine what template to use depending on the client's system)

Once you click

you need to choose Databoards

You need to select what databoard to copy

Hover your mouse on which databoard you need to copy

then click more

then Copy to Agency Account

Go to Agency account (Kelly's name on the top for Switch client)

Then data Boards

Then accept

then select data source

Select what google sheet report to be connected

then after selecting

look for the new data board then copy to client

choose to which client the databoard will be assigned

then assign

then go to swicth client then accept the data board then reconnect it to the google sheet report