Difference between revisions of "Share dashboards"

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<div class="index-right">__toc__</div>
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You can share your dashboards with other users ('''see a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
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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]]'''): .
  
 
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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 == <!--T:5-->
 
== Create a new share == <!--T:5-->
  
  
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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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|-
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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 so, the following screen will be displayed:
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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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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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:[[File:Manage share new invitation en-US.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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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]]:
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:{| class="images-table"
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| On desktop
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|-
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|[[File:Share dashboard menu en-US.png|link=]]
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|-
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| In mobile devices
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|-
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|[[File:Share dashboard mobile menu en-US.png|link=]]
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|}
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In this case, the following screen will be displayed:
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:[[File:share_summary.png|link=]]
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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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* 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 '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
  
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* From the list select the dashboard to be shared;
 
  
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:[[File:share_select_dashboard.png|link=]]
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[[File:share_select_dashboard.png|link=]]
 
  
  
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Selecting a dashboard will display the ''Manage shares'' screen.
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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=]]
 
  
  

Revision as of 18:32, 18 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 so, the following screen will be displayed:


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


  • On the Shared Dashboards list, select the Dashboard Share you want to edit and then choose the Edit option Edit.png;

Share summary.png


  • 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 Filters set. To add a new user, select Share with more users button.

Share guest list.png


Share add new guests.png


Delete a share


  • On the Shared Dashboards list, select the Dashboard Share you want to remove, choose the Delete option, and confirm;

Share summary.png

Accept a share

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