Copy Dashboards to other users
<Introdução>
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.
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:
- Ao clicar...
- Na tela seguinte...
- 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
- 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:
- 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.
