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Share dashboards

2,070 bytes added, 18:32, 18 September 2018
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<translate>
 
<!--T:4-->
<div class="index-right">__toc__</div>
 
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You can share your <span style="color: red;">*</span> dashboards with other users ('''see a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
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You can create a single dashboard with complete information and share for each user only what they need to see.
 <!--Tspan style="color:4--red;">*</span>Can not share dashboards that have been received through other shares; <span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature; __toc__
== Create a new share == <!--T:5-->
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* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];
To share a dashboard, you must access the '''Share dashboard''' option, available in the context menu of each dashboard card, or use the '''Share''' option available while dashboard execution:
 
 
:{| class="images-table"
| On desktop
|-
|[[File:Share dashboard card en-US.png|link=]]
|-
| In mobile devices
|-
|[[File:Dashboard options mobile en-US.png|link=]] [[File:Share dashboard card mobile en-US.png|link=]]
|-
| During execution (desktop and mobile devices)
|-
|[[File:Share dashboard execution en-US.png|link=]]
|}
 
 
By doing so, the following screen will be displayed:
 
 
:[[File:Manage share en-US.png|link=]]
 
 
On this screen you can, in addition to adding new sharing invitations:
 
 
- check with whoever has already shared this dashboard;
 
- check the status of each invitation sent;
 
- change the [[Permission filters|Permissions]] of each invitation sent;
 
- grant [[Write permission|written permission]] to the guest;
 
- resend an invitation that is pending;
 
- remove an invitation sent;
 
- change the name of a guest (useful to make it easier to find them in the list of suggestions displayed when adding a new guest);
 
 
When you click '''New invitation''', a new entry will be added on the screen to inform you the ''name'', ''email'', and guest permissions settings:
 
 
:[[File:Manage share new invitation en-US.png|link=]]
 
 
To save and send the invitation, just click '''Save''' button. If this is disabled, check that the data (''name'' and ''email'') were filled in correctly.
 
 
Another way to share dashboards is by using the '''Share dashboards''' option in the menu on the Dashboards tab of the [[Main Page Overview|main page]]:
 
 
:{| class="images-table"
| On desktop
|-
|[[File:Share dashboard menu en-US.png|link=]]
|-
| In mobile devices
|-
|[[File:Share dashboard mobile menu en-US.png|link=]]
|}
 
 
In this case, the following screen will be displayed:
 
 
:[[File:share_summary.png|link=]]
 
 
In this screen you can, in addition to adding new dashboard for sharing:
 
 
- check how many invitations have already been accepted for each shared dashboard;
 
- check how many invitations are still pending;
 
- edit a share;
<!--T:7-->* Select the ''Add Dashboard'' button on the ''Shared Dashboards'' screenremove a share;
<!--T:8-->
[[File:share_summary.png|link=]]
When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
<!--T:9-->
* From the list select the dashboard to be shared;
<!--T:10-->[[File:share_select_dashboard.png|link=]]
<!--T:11-->* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the users and then select Selecting a dashboard will display the ''OkManage shares'' button;screen.
<!--T:12-->
[[File:share_add_new_guests.png|link=]]

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