Difference between revisions of "Copy Dashboards to other users/en"
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<Introdução> | <Introdução> | ||
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| + | <span style="color: red;">'''Important:'''</span> | ||
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| + | * 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. | ||
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* Na tela seguinte... | * Na tela seguinte... | ||
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[[File:Send_copies_2+en-US.PNG]] | [[File:Send_copies_2+en-US.PNG]] | ||
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| − | * | + | * In addition, the ''Accept copies'' option will appear in the side menu of the [[Main Page Overview|main page]] (this option is only displayed if you have pending copies): |
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* The copied dashboards, as well as the data source, will be available on the [[Main Page Overview|main page]] at the end of the screen. | * The copied dashboards, as well as the data source, will be available on the [[Main Page Overview|main page]] at the end of the screen. | ||
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Revision as of 04:15, 20 October 2017
<Introdução>
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.
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:
- Ao clicar...
- Na tela seguinte...
- After you enter the user who will receive the dashboards copy, click Send. A Message successfully sent alert will be displayed.
Gerenciando cópia(s)
- To manage dashboards copies that have already been sent to other users, you must use the
icon on the bar above the list of data sources;
- Clicking on this icon will display the following screen:
- 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...
- 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:
- Nesta tela é...
- Aceitar...
- Verificar...
- Verificar...
- When accessing the copy details (magnifying glass), the following screen will be displayed:
- This screen will display which dashboards have been copied to you, as well as the message that was reported at the sending time.
- Ao aceitar...
- The copied dashboards, as well as the data source, will be available on the main page at the end of the screen.
