Copy Dashboards to other users/en

<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.