Copy Dashboards to other users/en

<Introdução>

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...

• In the next screen (below), enter a description for this copy process (optional) and add the users email address who will receive the copy (copies can only be sent to emails that are already registered on TaticView. An alert message will be displayed if the email is not registered on TaticView. If you want to add a new user, you must enter the email address and click the Add Guest option. If you want to remove a user from the list, click on the Remove option;

• Após inserir...

Gerenciando cópia(s)

• Para gerenciar...

• Clicking on this icon will display the following screen:

• Nesta tela...
  • Verificar as...
  • Verificar quais...
  • Verificar os detalhes...
  • Excluir uma cópia...
  • Visualizar o...

Aceitando uma

• When you receive a copy of dashboards, TaticView displays a notification on the Notifications screen with the following information (an email is also sent informing you of the copy):

• 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:

• On this screen you can:
  • Accept or reject the copy;
  • Verify the copy details by clicking on the magnifying glass in the first column of the grid;
  • Check which user sent the copy and the date of the sending;

• Ao acessar...

• Nesta tela...

• Ao aceitar...

• Ao finalizar a tela...

Important: The copied dashboards do not display the settings defined on the Master Dashboard of the source user.

• 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.