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

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Revision as of 04:15, 20 October 2017

Other languages:


<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:


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)

  • 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;


  • 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


  • 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


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


  • 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.


  • 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.