Copy Dashboards to other users

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Revision as of 17:40, 21 September 2017 by FuzzyBot (talk | contribs) (Importing a new version from external source)
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<Introdução>


Sending a copy to another user (s)

  • Primeiramente...
  • If your subscription already has the Send Copies feature enabled, clicking on the data sources will show a Send Copy option, as shown below:


Dm send copies+en-US.png


  • Ao clicar...


Send copies+en-US.PNG


  • Na tela seguinte...

Send copies 2+en-US.PNG


  • After you enter the user who will receive the dashboards copy, click Send. A Message successfully sent alert will be displayed.

Gerenciando cópia(s)

  • Para gerenciar...


  • Clicking on this icon will display the following screen:


Send copies 3+en-US.PNG


  • On this screen you can:
    • Check pending copies;
    • Check which copies have already been accepted;
    • Check the copy details. To do this, click on the magnifying glass icon in the first column of the grid;
    • Delete a sent copy. Important: If the user has already accepted the copy, the exclusion will only remove the history record;
    • View the history of copies sent;

Accepting dashboards copy

  • Quando você...


Accept copies 1+en-US.PNG


  • Além disso...


File:Accept copies 2+en-US.PNG


  • When you access this option, the following screen will appear:


Accept copies 3+en-US.PNG


  • On this screen you can:
    • Accept or reject the copy;
    • Verify the copy details by clicking on the magnifying glass in the first column of the grid;
    • Check which user sent the copy and the date of the sending;


  • When accessing the copy details (magnifying glass), the following screen will be displayed:


Accept copies 4+en-US.PNG


  • Nesta tela...


  • Ao aceitar...


Accept copies 5+en-US.PNG


  • The copied dashboards, as well as the data source, will be available on the main page at the end of the screen.


Important:

  • The copied dashboards do not display the settings defined on the Master Dashboard of the source user.
  • The Data Source information will not be copied. The destination user must import their own data.