Copy Welcome Page Configuration to Another Customer

Copying a Welcome Page to another customer allows users to use an existing welcome page configuration as a template and apply any necessary changes in order to save time. This provides the flexibility to quickly configure a welcome page based on the configuration of an existing welcome page.

  1. Select Home > Welcome.

  2. Click Customize (top right corner).

  3. Select Copy Configuration to copy these settings to another customer account you manage.

    If the user cannot perform a timeline action based on his/her permissions for that customer, no data will be shown for that action on the timeline. 

  4. Check the box next to the customer account(s) to copy the settings to, then click Copy.
  5. Click Save.