Copy Dashboards to other users

<Introdução>

Contents

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:

• Clicking on this option will display the screen below. In this screen, select which dashboards you want to copy to another user and click Next;

• 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;

• After you enter the user who will receive the dashboards copy, click Send. A Message successfully sent alert will be displayed.

Managing Copy Sent to Another User

• Para gerenciar...

• Clicando neste ícone...

• 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;

Aceitando uma

• Quando você...

• 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;

• When accessing the copy details (magnifying glass), the following screen will be displayed:

• Nesta tela...

• When you accept the dashboards copy, the processing progress will be shown and the screen below will indicate that the dashboards have been copied at the end.

• The copied dashboards, as well as the data source, will be available on the main page at the end of the screen.

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.