8,981
edits
Changes
Marked this version for translation
<translatelanguages/>
<translate>
<!--T:2-->
You can send a copy of your dashboards and data sources to other users. Unlike [[Share dashboards|Dashboard Sharing]], the copy physically creates these dashboards and data sources in the target user (s).
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.
<!--T:32-->
<span style="color: red;">'''Important:'''</span>
<!--T:33-->
* 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.
<!--T:5-->
* If your subscription already has the '''Send Copies''' feature enabled, clicking on the data sources will show a '''Send Copycopy''' option, as shown belowis available in the context menu of the datasources cards:
<!--T:634-->::{| class="images-table"| On desktop|-|[[File:Datasource send copy desktop en-US.png|link=]]|-| In mobile devices|-|[[File:Datasource options mobile en-US.png|link=]] [[File:Dm_send_copies+Datasource send copy mobile en-US.png|link=]]|}
<!--T:7-->
* 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'';:
<!--T:8-->
::[[File:Send_copies+en-US.PNG|link=]]
<!--T:9-->
* 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;:
<!--T:10-->
::[[File:Send_copies_2+en-US.PNG|link=]]
<!--T:13-->
* To manage Managing dashboards copies that have already been sent to other usersis done through the '''Manage copies''' option. This option is available in the [[Main Page Overview#Menu|Datasources Menu]], you must use on the [[Main Page Overview|Main Page]]: <!--T:35-->::{| class="images-table"| On desktop|-|[[File:Manage copies desktop en-US.png|link=]]|-| In mobile devices|-|[[File:Manage_copiesManage copies mobile en-US.PNGpng|link=]] icon on the bar above the list of data sources;|}
<!--T:15-->
::[[File:Send_copies_3+en-US.PNG|link=]]
<!--T:19-->
::[[File:Accept_copies_1+en-US.PNG|link=]]
<!--T:20-->
* In addition, the '''Accept copies''' option will appear in the side menu of be displayed on the [[Main Page Overview|main page]] (this option is will only displayed be shown if you have pending copiesto receive):
<!--T:21-->
::[[File:Accept_copies_2+Accept copies en-US.png|link=]]
<!--T:23-->
::[[File:Accept_copies_3+en-US.PNG|link=]]
<!--T:26-->
::[[File:Accept_copies_4+en-US.PNG|link=]]
<!--T:28-->
* 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.:
<!--T:29-->
::[[File:Accept_copies_5+en-US.PNG|link=]]
<!--T:30-->
* The copied dashboards, as well as the data source, will be available on the [[Main Page Overview|main page]] at the end of the screen.
</translate>