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Share dashboards

5,200 bytes added, 18:26, 14 June 2021
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You can share your dashboards with other users ('''see also a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
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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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This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.
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You can create a single dashboard with complete information and share for each user only what they need to see.
__toc__
<!--T:27--><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-->   <!--T:29-->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:  <!--T:30-->:{| 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=]]|}  <!--T:31-->By doing this, the '''Manage Shares''' screen appears:  <!--T:32-->:[[File:Manage share en-US.png|link=]]  <!--T:33-->On this screen you can, in addition to adding new sharing invitations:  <!--T:34-->- check with whoever has already shared this dashboard; <!--T:35-->- check the status of each invitation sent; <!--T:36-->- change the [[Permission filters|Permissions]] of each invitation sent; <!--T:37-->- grant [[Write permission|written permission]] to the guest; <!--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'', and guest permissions settings.  <!--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|-|[[File:Share dashboard mobile menu en-US.png|link=]]|}  <!--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 mobile devices|-|[[File:FileShare_manager_by_dashboard_mobile_en-US.png|link=]]|}    <!--T:48-->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 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 status of sharing process for each shared user; <!--T:75-->- edit a share; <!--T:76-->- remove a share of all dashboards for this users;  <!--T:53-->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=]]
* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview|Main Page]];
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Selecting a dashboard will display the ''Manage shares'' screen.
* In the ''Shared dashboards'' screen, select the ''Add dashboard'' button;== Edit a share == <!--T:13-->
[[File:share_summary.png|link=]]
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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'').
* From the list select the dashboard <!--T:77-->We have two different views to be shared;edit shares.
[[File<!--T:share_select_dashboard.png|link=]]78-->- When editing from the '''by Dashboard''' view, we show the users who has received your shares for the selected dashboard
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[[File:Managing_dashboard_shares_en-US.png]]
* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the users and then select the ''Ok'' button;
[[File<!--T:share_add_new_guests.png|link=]]80-->- 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]]
== Edit a share ==
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Editing the shares allows you to make the following changes:
* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview|Main Page]];
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- change the name of the guest. This change does not share it again, 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;
* In <!--T:59-->- change the ''Shared dashboards'' list, select [[Permission filters|filters/permissions]] of the dashboard share . Used for when you want to edit and choose change what restrictions on the ''Edit'' option [[File:edit.png|link=]]data the guest will have;
<!--T:60-->- change the guest's [[File:share_summary.pngWrite permission|link=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''.
* 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 == Delete a new user, select ''Share with more users'' button.share == <!--T:21-->
[[File:share_guest_list.png|link=]]
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You can remove all shares from a dashboard, as well as remove only one specific invitation.
* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the new users and then click the ''Ok'' button;
<!--T:63-->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 [[File:share_add_new_guests.pngMain Page Overview|link=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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:{| 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=]]
|}
== Delete a share ==
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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.
* Select the ''Share dashboards'' option from the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)]] in the [[Main Page Overview|Main Page]];
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:{| 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:Remove specific share en-US.png|600px|link=]]</span>
|}
* In the ''Shared dashboards'' list, select the dashboard == Accept a share you want to remove, choose the ''Delete'' option and confirm it;== <!--T:25-->
<!--T:26-->* To learn how to accept a panel share sent to you, see [[File:share_summary.png|link=Accept shared dashboards]].</translate>
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