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Share dashboards

2,682 bytes added, 18:26, 14 June 2021
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<span style="color: red;">*</span> Can not share dashboards that have been received through other shares;
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<span style="color: red;">*</span> To share dashboards, you must have the '''Shared users''' hired feature;
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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
<!--T:31-->By doing sothis, the following '''Manage Shares''' screen will be displayedappears:
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:[[File:Manage share en-US.png|link=]]
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On this screen you can, in addition to adding new sharing invitations:
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- check with whoever has already shared this dashboard;
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- check the status of each invitation sent;
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- change the [[Permission filters|Permissions]] of each invitation sent;
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- grant [[Write permission|written permission]] to the guest;
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- resend an invitation that is pending;
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- remove an invitation sent;
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- 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'', and guest permissions settings:  :[[File:Manage share new invitation en-US.png|link=]]
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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.
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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]]:
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:{| class="images-table"
| On desktop
<!--T:46-->Now you have access to Share manage page  <!--T:47-->:{| class="images-table"| On desktop|-|[[File:Share_manager_by_dashboard_en-US.png|link=]]|-| In this case, the following screen will be displayedmobile devices|-|[[File:FileShare_manager_by_dashboard_mobile_en-US.png|link=]]|}
:[[File:share_summary.png|link=]]
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In this screen you can, in addition to adding new dashboard for sharing:
<!--T:67-->You can manage the shares by two different visions <!--T:68-->- '''by Dashboards''', where you can manage all shared dashboards shared <!--T:69-->- '''by User''', where you cam manage the shares by user view  <!--T:70-->'''by Dashboard View'''   <!--T:71-->:{| class="images-table"| On desktop|-|[[File:Share_manager_by_dashboard_en-US.png|link=]]|-| In mobile devices|-|[[File:FileShare_manager_by_dashboard_mobile_en-US.png|link=]]|}  <!--T:49-->- check how many invitations have already been accepted status of sharing process for each shared dashboard; <!--T:51-->- edit a share; <!--T:52-->- remove a share of a dashboard for all users;  <!--T:72-->'''by User View'''  <!--T:73-->:{| class="images-table"| On desktop|-|[[File:Share_manager_by_user_en-US.png|link=]]|-| In mobile devices|-|[[File:Share_manager_by_user_mobile_en-US.png|link=]]|} 
<!--T:74-->- check how many invitations are still pendingstatus of sharing process for each shared user;
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- edit a share;
<!--T:76-->- remove a shareof all dashboards for this users;
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When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
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:[[File:share_select_dashboard.png|link=]]
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Selecting a dashboard will display the ''Manage shares'' screen.
== Edit a share == <!--T:13-->
== Edit a share == <!--T:1356-->To edit a sent share, you must access the '''Manage shares''' screen (see how to do this in the previous topic ''Create a new share'').
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We have two different views to edit shares.
<!--T:1478-->* Select - When editing from the ''Share dashboards'by Dashboard' option from '' view, we show the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on users who has received your shares for the [[Main Page Overview|Main Page]];selected dashboard
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[[File:Managing_dashboard_shares_en-US.png]]
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* On the ''Shared Dashboards'' list, select the Dashboard Share you want to edit and then choose the ''Edit'' option [[File:edit.png|link=]];
<!--T:1680-->[[File:share_summary.png|link=]]- When editing from the '''by User''' view, we show the dashboards that were shared to selected user
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[[File:Managing_user_shares_en-US.png]]
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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:1857-->[[FileEditing the shares allows you to make the following changes:share_guest_list.png|link=]]
<!--T:1958-->* Fill - change the name of the Nameguest. This change does not share it again, E-mailit only changes the name of the guest on the current share, [[Write permission]] and updates the [[Permission filters|Filters]] for name in the list of suggestions that appears when you add new users and then click the ''Ok'' buttoninvites;
<!--T:2059-->- change the [[File:share_add_new_guests.pngPermission filters|link=filters/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;
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- also allows you to resend an invitation that has status ''pending''.
== Delete a share == <!--T:21-->
<!--T:2262-->* Select the ''Share dashboards'' option You can remove all shares from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] on the [[Main Page Overview|Main Page]];a dashboard, as well as remove only one specific invitation. 
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To remove all shares you send from a given dashboard, you must use the '''Share dashboards''' option available in the dashboards tab menu on the [[Main Page Overview|main screen]]. On the screen if it is displayed, just click the delete icon and confirm. With this, all shares of this dashboard will be removed.
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* On the ''Shared Dashboards'' list, select the Dashboard Share you want to remove, choose the ''Delete'' option, and confirm;
<!--T:2464-->:{| 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=]] |}  <!--T:65-->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:66-->:{| class="images-table"| On desktop|-|[[File:Share dashboard card en-US.png|link=]] <span style="margin-left: 20px;">[[File:Remove specific share en-US.png|link=]]</span>|-| In mobile devices|-|[[File:Dashboard options mobile en-US.png|300px|link=]] <span style="margin-left: 10px;">[[File:Share dashboard card mobile en-US.png|300px|link=]]</span> <span style="margin-left: 10px;">[[File:share_summaryRemove specific share en-US.png|600px|link=]]</span>|}
== Accept a share == <!--T:25-->

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