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Copy Client Dashboard Settings / Global Defaults

Feature Requests
I want to be able to copy client dashboard settings from one client to another, or set global default settings for all new clients. This would save time when onboarding multiple clients with similar requirements.
Posted by Jim Manning ·
1 comment

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Comments1

  • Chris Hollandsworth

    •

    Jul 11

    I just signed up and find onboarding several tens of clients to uncat difficult because I have to configure each one individually. Having the ability to create several global defaults would help immensely so I could apply client settings based on their industry.