Difference between revisions of "Copy Dashboards to other users/en"

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* After you enter the user who will receive the dashboards copy, click ''Send''. A Message successfully sent alert will be displayed.
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* Após inserir...
  
 
== Gerenciando cópia(s) ==
 
== Gerenciando cópia(s) ==

Revision as of 17:37, 21 September 2017

Other languages:


You can send a copy of your dashboards and data sources to other users. Unlike Dashboard Sharing, the copy physically creates these dashboards and data sources in the target user (s). After receiving dashboards copy, target users will import their own data into the copied data sources, as well as edit, delete, or create new dashboards. Important: There will be no further relation to the copied data sources and dashboards after copying. New copies may be made at any time but will not replace previous copies. There will always be new dashboards and data sources on the target.


Sending a copy to another user (s)

  • First, you must have the Send Copies feature enabled on your subscription. To learn more about TaticView features, visit Subscription Features;
  • 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


  • Clicking on this option will display the screen below. In this screen, select which dashboards you want to copy to another user and click Next;


Send copies+en-US.PNG


  • In the next screen (below), enter a description for this copy process (optional) and add the users email address who will receive the copy (copies can only be sent to emails that are already registered on TaticView. An alert message will be displayed if the email is not registered on TaticView. If you want to add a new user, you must enter the email address and click the Add Guest option. If you want to remove a user from the list, click on the Remove option;

Send copies 2+en-US.PNG


  • Após inserir...

Gerenciando cópia(s)

  • To manage dashboards copies that have already been sent to other users, you must use the Manage copies.PNG icon on the bar above the list of data sources;


  • Clicando neste ícone...


Send copies 3+en-US.PNG


  • Nesta tela...
    • Verificar as...
    • Verificar quais...
    • Verificar os detalhes...
    • Excluir uma cópia...
    • Visualizar o...

Accepting dashboards copy

  • When you receive a copy of dashboards, TaticView displays a notification on the Notifications screen with the following information (an email is also sent informing you of the copy):


Accept copies 1+en-US.PNG


  • In addition, the Accept copies option will appear in the side menu of the main page (this option is only displayed if you have pending copies):


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


  • This screen will display which dashboards have been copied to you, as well as the message that was reported at the sending time.


  • When you accept the dashboards copy, the processing progress will be shown and the screen below will indicate that the dashboards have been copied at the end.


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.