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Share dashboards

3,705 bytes added, 12:25, 3 January 2019
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<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.
 <!--T:427-->__toc__<span style="color: red;">*</span> Can not share dashboards that have been received through other shares; <!--T:28--><span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature;  
== 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]];
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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:
 
 
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:{| 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=]]
|}
 
 
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By doing this, the '''Manage Shares''' screen appears:
 
 
<!--T:32-->
:[[File:Manage share en-US.png|link=]]
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* Select the ''Add Dashboard'' button on the ''Shared Dashboards'' screen;
<!--T:833-->[[FileOn this screen you can, in addition to adding new sharing invitations:share_summary.png|link=]]
<!--T:934-->* From the list select the - check with whoever has already shared this dashboard to be shared;
<!--T:1035-->[[File:share_select_dashboard.png|link=]]- check the status of each invitation sent;
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- change the [[Permission filters|Permissions]] of each invitation sent;
<!--T:1137-->* Fill - grant [[Write permission|written permission]] to the Nameguest; <!--T:38-->- resend an invitation that is pending; <!--T:39-->- remove an invitation sent; <!--T:40-->- 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);  <!--T:41-->When you click '''New invitation''', a new entry will be added on the screen to inform you the ''name'', ''email'', Eand guest permissions settings.  <!-mail-T:43-->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.  <!--T:44-->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]]:  <!--T:45-->:{| class="images-table"| On desktop|-|[[File:Share dashboard menu en-US.png|link=]]|-| In mobile devices|-|[[Write permissionFile:Share dashboard mobile menu en-US.png|link=]] and |}  <!--T:46-->In this case, the following screen will be displayed:  <!--T:47-->:[[Permission filtersFile:share_summary.png|Filterslink=]]   <!--T:48-->In this screen you can, in addition to adding new dashboard for sharing:  <!--T:49-->- check how many invitations have already been accepted for each shared dashboard; <!--T:50-->- check how many invitations are still pending; <!--T:51-->- edit a share; <!--T:52-->- remove a share;  <!--T:53-->When you click '''Add dashboard''', the users and then list of panels is displayed so that you can select what you want to share.  <!--T:54-->:[[File:share_select_dashboard.png|link=]]  <!--T:55-->Selecting a dashboard will display the ''OkManage shares'' button;screen.
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[[File:share_add_new_guests.png|link=]]
<!--T:1456-->* Select To edit a sent share, you must access the ''Share dashboards'Manage shares' option from '' screen (see how to do this in the [[Main Page Overview#Menu (Sidebarprevious topic ''Create a new share'')|Menu (Sidebar)]] .  <!--T:57-->Editing the shares allows you to make the following changes:  <!--T:58-->- change the name of the guest. This change does not reshare sharing, it only changes the name of the guest on the current share, and updates the name in the list of suggestions that appears when you add new invites; <!--T:59-->- change the [[Main Page OverviewPermission filters|Main Pagefilters/permissions]]of the share. Used for when you want to change what restrictions on the data the guest will have;
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- change the guest's [[Write permission|write permission]]. Used for when you want the guest to be able to edit the shared dashboard;
<!--T:1561-->* On the ''Shared Dashboards'' list, select the Dashboard Share - also allows you want to edit and then choose the resend an invitation that has status ''Editpending'' option [[File:edit.png|link=]];
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[[File:share_summary.png|link=]]
== Delete a share == <!--T:21-->
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* A screen with the current status of the shares will be shown. Here it is possible to see the users that you already shared the dashboard and check related information like the [[Share status]], [[Write permission]] and [[Permission filters|Filters]] set. To add a new user, select ''Share with more users'' button.
<!--T:1862-->[[File:share_guest_listYou can remove all shares from a dashboard, as well as remove only one specific invitation.png|link=]]
<!--T:1963-->* Fill To remove all shares you send from a given dashboard, you must use the '''Share dashboards''' option available in the Name, E-mail, [[Write permission]] and dashboards tab menu on the [[Permission filtersMain Page Overview|Filtersmain screen]] for . On the new users and then screen if it is displayed, just click the ''Ok'' button;delete icon and confirm. With this, all shares of this dashboard will be removed.
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[[File:share_add_new_guests.png|link=]]
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:{| class="images-table"
| On desktop
|-
|[[File:Share dashboard menu en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove all shares en-US.png|link=]]</span>
|-
| In mobile devices
|-
|[[File:Share dashboard mobile menu en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove all shares en-US.png|link=]]</span>
|}
== Delete a share == <!--T:2165-->Or, if you just want to remove a specific invitation, you must go to the ''Manage Shares'' screen, using the '''Share dashboard''' option available in the context menu of the dashboards and remove only the invitation you want. To do this, just click the '''Delete Sharing''' option. Only this invitation will be removed, all other invitations from this dashboard will remain.
<!--T:2266-->* Select the '':{| class="images-table"| On desktop|-|[[File:Share dashboards'' option from the dashboard card en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove specific share en-US.png|link=]]</span>|-| In mobile devices|-|[[Main Page Overview#Menu (Sidebar)File:Dashboard options mobile en-US.png|300px|Menu (Sidebar)link=]] on the <span style="margin-left: 10px;">[[Main Page OverviewFile:Share dashboard card mobile en-US.png|300px|Main Pagelink=]]</span> <span style="margin-left: 10px;">[[File:Remove specific share en-US.png|600px|link=]]</span>|}
== Accept a share == <!--T:2325-->* On the ''Shared Dashboards'' list, select the Dashboard Share you want to remove, choose the ''Delete'' option, and confirm;
<!--T:2426-->* To learn how to accept a panel share sent to you, see [[File:share_summary.png|link=Accept shared dashboards]].
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