Copy Dashboards to other users

<Introdução>

Sending a copy to another user (s)

• Primeiramente...

• Se a sua...

• Ao clicar...

• Na tela seguinte...

• Após inserir...

Managing Copy Sent to Another User

• Para gerenciar...

• 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

• Ao acessar...

• 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.

• 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 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.