Copy Dashboards to other users

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<Introdução>

Send copies

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:

Dm send copies+en-US.png

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;

Send copies 3+en-US.PNG

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):

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;

Accept copies 4+en-US.PNG

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

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.

Accept copies 5+en-US.PNG

Importante...

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.