Difference between revisions of "Share dashboards/en"

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You can share your dashboards with other users ('''see a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
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<div class="index-right">__toc__</div>
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You can share your<span style="color: red;">*</span> dashboards with other users ('''see a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
  
 
This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.
 
This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.
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You can create a single dashboard with complete information and share for each user only what they need to see.
 
You can create a single dashboard with complete information and share for each user only what they need to see.
  
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__toc__
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<span style="color: red;">*</span> Can not share dashboards that have been received through other shares;
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<span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature;
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== Create a new share ==
 
== Create a new share ==
  
  
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* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
 
  
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To share a dashboard, you must access the '''Share dashboard''' option, available in the context menu of each dashboard card, or use the '''Share''' option available while dashboard execution:
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:{| class="images-table"
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| On desktop
 +
|-
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|[[File:Share dashboard card en-US.png|link=]]
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|-
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| In mobile devices
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|-
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|[[File:Dashboard options mobile en-US.png|link=]] [[File:Share dashboard card mobile en-US.png|link=]]
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|-
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| During execution (desktop and mobile devices)
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|-
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|[[File:Share dashboard execution en-US.png|link=]]
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|}
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By doing this, the '''Manage Shares''' screen appears:
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:[[File:Manage share en-US.png|link=]]
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On this screen you can, in addition to adding new sharing invitations:
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- check with whoever has already shared this dashboard;
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- check the status of each invitation sent;
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- change the [[Permission filters|Permissions]] of each invitation sent;
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- grant [[Write permission|written permission]] to the guest;
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- resend an invitation that is pending;
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- remove an invitation sent;
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- change the name of a guest (useful to make it easier to find them in the list of suggestions displayed when adding a new guest);
  
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* Select the ''Add Dashboard'' button on the ''Shared Dashboards'' screen;
 
  
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[[File:share_summary.png|link=]]
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When you click '''New invitation''', a new entry will be added on the screen to inform you the ''name'', ''email'', and guest permissions settings:
  
  
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* From the list select the dashboard to be shared;
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:[[File:Manage share new invitation en-US.png|link=]]
  
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[[File:share_select_dashboard.png|link=]]
 
  
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To save and send the invitation, just click '''Save''' button. If this is disabled, check that the data (''name'' and ''email'') were filled in correctly.
  
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* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the users and then select the ''Ok'' button;
 
  
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[[File:share_add_new_guests.png|link=]]
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Another way to share dashboards is by using the '''Share dashboards''' option in the menu on the Dashboards tab of the [[Main Page Overview|main page]]:
 +
 
 +
 
 +
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share dashboard menu en-US.png|link=]]
 +
|-
 +
| In mobile devices
 +
|-
 +
|[[File:Share dashboard mobile menu en-US.png|link=]]
 +
|}
 +
 
 +
 
 +
In this case, the following screen will be displayed:
 +
 
 +
 
 +
:[[File:share_summary.png|link=]]
 +
 
 +
 
 +
In this screen you can, in addition to adding new dashboard for sharing:
 +
 
 +
 
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- check how many invitations have already been accepted for each shared dashboard;
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- check how many invitations are still pending;
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- edit a share;
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- remove a share;
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 +
 
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When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
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 +
 
 +
:[[File:share_select_dashboard.png|link=]]
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 +
 
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Selecting a dashboard will display the ''Manage shares'' screen.
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* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
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To edit a sent share, you must access the '''Manage shares''' screen (see how to do this in the previous topic ''Create a new share'').
  
  
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* On the ''Shared Dashboards'' list, select the Dashboard Share you want to edit and then choose the ''Edit'' option [[File:edit.png|link=]];
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Editing the shares allows you to make the following changes:
  
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[[File:share_summary.png|link=]]
 
  
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- change the name of the guest. This change does not reshare sharing, it only changes the name of the guest on the current share, and updates the name in the list of suggestions that appears when you add new invites;
  
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* A screen with the current status of the shares will be shown. Here it is possible to see the users that you already shared the dashboard and check related information like the [[Share status]], [[Write permission]] and [[Permission filters|Filters]] set. To add a new user, select ''Share with more users'' button.
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- change the [[Permission filters|filters/permissions]] of the share. Used for when you want to change what restrictions on the data the guest will have;
  
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[[File:share_guest_list.png|link=]]
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- change the guest's [[Write permission|write permission]]. Used for when you want the guest to be able to edit the shared dashboard;
  
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- also allows you to resend an invitation that has status ''pending''.
  
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* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the new users and then click the ''Ok'' button;
 
  
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[[File:share_add_new_guests.png|link=]]
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== Delete a share ==
  
  
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You can remove all shares from a dashboard, as well as remove only one specific invitation.
  
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== Delete a share ==
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 +
To remove all shares you send from a given dashboard, you must use the '''Share dashboards''' option available in the dashboards tab menu on the [[Main Page Overview|main screen]]. On the screen if it is displayed, just click the delete icon and confirm. With this, all shares of this dashboard will be removed.
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 +
 
 +
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share dashboard menu en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove all shares en-US.png|link=]]</span>
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|-
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| In mobile devices
 +
|-
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|[[File:Share dashboard mobile menu en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove all shares en-US.png|link=]]</span>
 +
|}
  
  
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* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
+
Or, if you just want to remove a specific invitation, you must go to the ''Manage Shares'' screen, using the '''Share dashboard''' option available in the context menu of the dashboards and remove only the invitation you want. To do this, just click the '''Delete Sharing''' option. Only this invitation will be removed, all other invitations from this dashboard will remain.
  
  
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* On the ''Shared Dashboards'' list, select the Dashboard Share you want to remove, choose the ''Delete'' option, and confirm;
+
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share dashboard card en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove specific share en-US.png|link=]]</span>
 +
|-
 +
| In mobile devices
 +
|-
 +
|[[File:Dashboard options mobile en-US.png|300px|link=]] <span style="margin-left: 10px;">[[File:Share dashboard card mobile en-US.png|300px|link=]]</span> <span style="margin-left: 10px;">[[File:Remove specific share en-US.png|600px|link=]]</span>
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|}
  
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[[File:share_summary.png|link=]]
 
  
 
== Accept a share ==
 
== Accept a share ==
  
 
* To learn how to accept a panel share sent to you, see [[Accept shared dashboards]].
 
* To learn how to accept a panel share sent to you, see [[Accept shared dashboards]].

Revision as of 18:55, 19 September 2018

Other languages:
English • ‎português do Brasil


You can share your* dashboards with other users (see a video tutorial): .

This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.

You can create a single dashboard with complete information and share for each user only what they need to see.


* Can not share dashboards that have been received through other shares;

* To share dashboards, you must have the Shared users hired feature;


Create a new share

To share a dashboard, you must access the Share dashboard option, available in the context menu of each dashboard card, or use the Share option available while dashboard execution:


On desktop
Share dashboard card en-US.png
In mobile devices
Dashboard options mobile en-US.png Share dashboard card mobile en-US.png
During execution (desktop and mobile devices)
Share dashboard execution en-US.png


By doing this, the Manage Shares screen appears:


Manage share en-US.png


On this screen you can, in addition to adding new sharing invitations:


- check with whoever has already shared this dashboard;

- check the status of each invitation sent;

- change the Permissions of each invitation sent;

- grant written permission to the guest;

- resend an invitation that is pending;

- remove an invitation sent;

- change the name of a guest (useful to make it easier to find them in the list of suggestions displayed when adding a new guest);


When you click New invitation, a new entry will be added on the screen to inform you the name, email, and guest permissions settings:


Manage share new invitation en-US.png


To save and send the invitation, just click Save button. If this is disabled, check that the data (name and email) were filled in correctly.


Another way to share dashboards is by using the Share dashboards option in the menu on the Dashboards tab of the main page:


On desktop
Share dashboard menu en-US.png
In mobile devices
Share dashboard mobile menu en-US.png


In this case, the following screen will be displayed:


Share summary.png


In this screen you can, in addition to adding new dashboard for sharing:


- check how many invitations have already been accepted for each shared dashboard;

- check how many invitations are still pending;

- edit a share;

- remove a share;


When you click Add dashboard, the list of panels is displayed so that you can select what you want to share.


Share select dashboard.png


Selecting a dashboard will display the Manage shares screen.


Edit a share

To edit a sent share, you must access the Manage shares screen (see how to do this in the previous topic Create a new share).


Editing the shares allows you to make the following changes:


- change the name of the guest. This change does not reshare sharing, it only changes the name of the guest on the current share, and updates the name in the list of suggestions that appears when you add new invites;

- change the filters/permissions of the share. Used for when you want to change what restrictions on the data the guest will have;

- change the guest's write permission. Used for when you want the guest to be able to edit the shared dashboard;

- also allows you to resend an invitation that has status pending.


Delete a share

You can remove all shares from a dashboard, as well as remove only one specific invitation.


To remove all shares you send from a given dashboard, you must use the Share dashboards option available in the dashboards tab menu on the main screen. On the screen if it is displayed, just click the delete icon and confirm. With this, all shares of this dashboard will be removed.


On desktop
Share dashboard menu en-US.png File:Remove all shares en-US.png
In mobile devices
Share dashboard mobile menu en-US.png File:Remove all shares en-US.png


Or, if you just want to remove a specific invitation, you must go to the Manage Shares screen, using the Share dashboard option available in the context menu of the dashboards and remove only the invitation you want. To do this, just click the Delete Sharing option. Only this invitation will be removed, all other invitations from this dashboard will remain.


On desktop
Share dashboard card en-US.png Remove specific share en-US.png
In mobile devices
Dashboard options mobile en-US.png Share dashboard card mobile en-US.png Remove specific share en-US.png


Accept a share

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