How to synchronize the settings on the homepage with other accounts?

[youketao]

How to configure the dashboard on my account so that other accounts have the same configuration

[rsp]

I do not know if that’s possible. It is related to the particular user.

Home Page

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You may need to use the following addon to do it using admin account.

Sudo Login | SuiteCRM Module

Masquerade - Switch User | SuiteCRM Module

[BastianHammer]

Hi Youketao,

it’s basically ‘just’ a base64 encoded configuration string in your database.

Dashboard Configuration Storage Location

I’m looking for the same thing, in the db schema online, there’s a “dashboards” table, but I’m not seeing it in suite. Looked through the file hierarchy as well, but seems to be stock templates, and custom templates - where’s the user data?

Now, it’s possible to setup one sales users dashboard e.g., extract the data and paste it into the DB for other / new users.
If you’re working directly in the DB, be careful and do some thorough testing first.

If you’ve only got a few new users, it’s probably easier to manually do it for them or create a documentation on what they need to do during the onboarding phase.

If you’ve got plenty of users and employee churn, then it’s worth looking into this technically, I guess. (probably into the dashboard and the employee churn )