Copy Dashboards to other users

You can send a copy of your dashboards and data sources to other users. Unlike Dashboard Sharing, the copy physically creates these dashboards and data sources in the target user (s). After receiving dashboards copy, target users will import their own data into the copied data sources, as well as edit, delete, or create new dashboards. Important: There will be no further relation to the copied data sources and dashboards after copying. New copies may be made at any time but will not replace previous copies. There will always be new dashboards and data sources on the target.

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.

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.

Gerenciando cópia(s)

• To manage dashboards copies that have already been sent to other users, you must use the icon on the bar above the list of data sources;

• Clicking on this icon will display the following screen:

• 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;

Accepting dashboards copy

• 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:

• Nesta tela é...
  • Aceitar...
  • Verificar...
  • Verificar...

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

• This screen will display which dashboards have been copied to you, as well as the message that was reported at the sending time.

• Ao aceitar...

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