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

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(Importing a new version from external source)
(Importing a new version from external source)
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* When accessing the copy details (magnifying glass), the following screen will be displayed:
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* Ao acessar...
  
  

Revision as of 17:38, 21 September 2017

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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)

  • Primeiramente...
  • Se a sua...


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


  • 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.

Managing Copy Sent to Another User

  • Para gerenciar...


  • Clicando neste ícone...


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

  • 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


  • Além disso...


File:Accept copies 2+en-US.PNG


  • Ao acessar...


Accept copies 3+en-US.PNG


  • Nesta tela é...
    • Aceitar...
    • Verificar...
    • Verificar...


  • Ao acessar...


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


  • Ao finalizar a tela...


Important: The copied dashboards do not display the settings defined on the Master Dashboard of the source user.

  • 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.