Difference between revisions of "Share dashboards"

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<span style="color: red;">*</span> Can not share dashboards that have been received through other shares;
 
<span style="color: red;">*</span> Can not share dashboards that have been received through other shares;
  
 +
<!--T:28-->
 
<span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature;
 
<span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature;
  
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<!--T:29-->
 
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:
 
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:
  
  
 +
<!--T:30-->
 
:{| class="images-table"
 
:{| class="images-table"
 
| On desktop
 
| On desktop
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−
By doing so, the following screen will be displayed:
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<!--T:31-->
 +
By doing this, the '''Manage Shares''' screen appears:
  
  
 +
<!--T:32-->
 
:[[File:Manage share en-US.png|link=]]
 
:[[File:Manage share en-US.png|link=]]
  
  
 +
<!--T:33-->
 
On this screen you can, in addition to adding new sharing invitations:
 
On this screen you can, in addition to adding new sharing invitations:
  
  
 +
<!--T:34-->
 
- check with whoever has already shared this dashboard;
 
- check with whoever has already shared this dashboard;
  
 +
<!--T:35-->
 
- check the status of each invitation sent;
 
- check the status of each invitation sent;
  
 +
<!--T:36-->
 
- change the [[Permission filters|Permissions]] of each invitation sent;
 
- change the [[Permission filters|Permissions]] of each invitation sent;
  
 +
<!--T:37-->
 
- grant [[Write permission|written permission]] to the guest;
 
- grant [[Write permission|written permission]] to the guest;
  
 +
<!--T:38-->
 
- resend an invitation that is pending;
 
- resend an invitation that is pending;
  
 +
<!--T:39-->
 
- remove an invitation sent;
 
- remove an invitation sent;
  
 +
<!--T:40-->
 
- 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);
 
- 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:
+
<!--T:41-->
−
 
+
When you click '''New invitation''', a new entry will be added on the screen to inform you the ''name'', ''email'', and guest permissions settings.
−
 
 
−
:[[File:Manage share new invitation en-US.png|link=]]
 
  
  
 +
<!--T:43-->
 
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.
 
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.
  
  
 +
<!--T:44-->
 
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]]:
 
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]]:
  
  
 +
<!--T:45-->
 
:{| class="images-table"
 
:{| class="images-table"
 
| On desktop
 
| On desktop
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−
In this case, the following screen will be displayed:
+
<!--T:46-->
 +
Now you have access to Share manage page
 +
 
 +
 
 +
<!--T:47-->
 +
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share_manager_by_dashboard_en-US.png|link=]]
 +
|-
 +
| In mobile devices
 +
|-
 +
|[[File:FileShare_manager_by_dashboard_mobile_en-US.png|link=]]
 +
|}
  
  
−
:[[File:share_summary.png|link=]]
 
  
  
 +
<!--T:48-->
 
In this screen you can, in addition to adding new dashboard for sharing:
 
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;
+
<!--T:67-->
 +
You can manage the shares by two different visions
 +
 
 +
<!--T:68-->
 +
- '''by Dashboards''', where you can manage all shared dashboards shared
 +
 
 +
<!--T:69-->
 +
- '''by User''', where you cam manage the shares by user view
 +
 
 +
 
 +
<!--T:70-->
 +
'''by Dashboard View'''
 +
 
 +
 
 +
<!--T:71-->
 +
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share_manager_by_dashboard_en-US.png|link=]]
 +
|-
 +
| In mobile devices
 +
|-
 +
|[[File:FileShare_manager_by_dashboard_mobile_en-US.png|link=]]
 +
|}
 +
 
 +
 
 +
<!--T:49-->
 +
- check how status of sharing process for each shared dashboard;
 +
 
 +
<!--T:51-->
 +
- edit a share;
 +
 
 +
<!--T:52-->
 +
- remove a share of a dashboard for all users;
 +
 
 +
 
 +
<!--T:72-->
 +
'''by User View'''
 +
 
 +
 
 +
<!--T:73-->
 +
:{| class="images-table"
 +
| On desktop
 +
|-
 +
|[[File:Share_manager_by_user_en-US.png|link=]]
 +
|-
 +
| In mobile devices
 +
|-
 +
|[[File:Share_manager_by_user_mobile_en-US.png|link=]]
 +
|}
 +
 
  
−
- check how many invitations are still pending;
+
<!--T:74-->
 +
- check how status of sharing process for each shared user;
  
 +
<!--T:75-->
 
- edit a share;
 
- edit a share;
  
−
- remove a share;
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<!--T:76-->
 +
- remove a share of all dashboards for this users;
  
  
 +
<!--T:53-->
 
When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
 
When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
  
  
 +
<!--T:54-->
 
:[[File:share_select_dashboard.png|link=]]
 
:[[File:share_select_dashboard.png|link=]]
  
  
 +
<!--T:55-->
 
Selecting a dashboard will display the ''Manage shares'' screen.
 
Selecting a dashboard will display the ''Manage shares'' screen.
  
 +
== Edit a share == <!--T:13-->
  
  
−
== Edit a share == <!--T:13-->
+
<!--T:56-->
 +
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'').
  
 +
<!--T:77-->
 +
We have two different views to edit shares.
  
−
<!--T:14-->
+
<!--T:78-->
−
* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
+
- When editing from the '''by Dashboard''' view, we show the users who has received your shares for the selected dashboard
  
 +
<!--T:79-->
 +
[[File:Managing_dashboard_shares_en-US.png]]
  
−
<!--T:15-->
 
−
* On the ''Shared Dashboards'' list, select the Dashboard Share you want to edit and then choose the ''Edit'' option [[File:edit.png|link=]];
 
  
−
<!--T:16-->
+
<!--T:80-->
−
[[File:share_summary.png|link=]]
+
- When editing from the '''by User''' view, we show the dashboards that were shared to selected user
  
 +
<!--T:81-->
 +
[[File:Managing_user_shares_en-US.png]]
  
−
<!--T:17-->
 
−
* 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.
 
  
−
<!--T:18-->
+
<!--T:57-->
−
[[File:share_guest_list.png|link=]]
+
Editing the shares allows you to make the following changes:
  
  
−
<!--T:19-->
+
<!--T:58-->
−
* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the new users and then click the ''Ok'' button;
+
- change the name of the guest. This change does not share it again, 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;
  
−
<!--T:20-->
+
<!--T:59-->
−
[[File:share_add_new_guests.png|link=]]
+
- 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;
  
 +
<!--T:60-->
 +
- change the guest's [[Write permission|write permission]]. Used for when you want the guest to be able to edit the shared dashboard;
  
 +
<!--T:61-->
 +
- also allows you to resend an invitation that has status ''pending''.
  
 
== Delete a share == <!--T:21-->
 
== Delete a share == <!--T:21-->
  
  
−
<!--T:22-->
+
<!--T:62-->
−
* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
+
You can remove all shares from a dashboard, as well as remove only one specific invitation.
 +
 
  
 +
<!--T:63-->
 +
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.
  
−
<!--T:23-->
 
−
* On the ''Shared Dashboards'' list, select the Dashboard Share you want to remove, choose the ''Delete'' option, and confirm;
 
  
−
<!--T:24-->
+
<!--T:64-->
−
[[File:share_summary.png|link=]]
+
:{| 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=]]
 +
|}
 +
 
 +
 
 +
<!--T:65-->
 +
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.
 +
 
 +
 
 +
<!--T:66-->
 +
:{| 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>
 +
|}
  
 
== Accept a share == <!--T:25-->
 
== Accept a share == <!--T:25-->

Revision as of 18:26, 14 June 2021

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.


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


Now you have access to Share manage page


On desktop
Share manager by dashboard en-US.png
In mobile devices
FileShare manager by dashboard mobile en-US.png



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


You can manage the shares by two different visions

- by Dashboards, where you can manage all shared dashboards shared

- by User, where you cam manage the shares by user view


by Dashboard View


On desktop
Share manager by dashboard en-US.png
In mobile devices
FileShare manager by dashboard mobile en-US.png


- check how status of sharing process for each shared dashboard;

- edit a share;

- remove a share of a dashboard for all users;


by User View


On desktop
Share manager by user en-US.png
In mobile devices
Share manager by user mobile en-US.png


- check how status of sharing process for each shared user;

- edit a share;

- remove a share of all dashboards for this users;


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).

We have two different views to edit shares.

- When editing from the by Dashboard view, we show the users who has received your shares for the selected dashboard

Managing dashboard shares en-US.png


- When editing from the by User view, we show the dashboards that were shared to selected user

Managing user shares en-US.png


Editing the shares allows you to make the following changes:


- change the name of the guest. This change does not share it again, 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
In mobile devices
Share dashboard mobile menu 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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