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- Plan how you would like your board to look for your customers. For example, if you have three regional dispatch boards all with similar status lists you may want to create a customer facing board that has the same list layout.
- Once you have your plan create a new board.
- Inside the board choose to add a new shadow list and select the corresponding lists from each of the boards you want to merge from.
- NOTE: Your new user will have to be a member of the original boards in order to see the cards; however, you can hide the original boards from the partner network role when you are configuring the roles.