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Share dashboards/en

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 <div class="index-right">__toc__</div> [[File:mainmenu5.png]]You can share your <span style="color: red;">*</span> dashboards with other users ('''see a [[Sharing a Dashboard Tutorial|video tutorial]]'''): .
This feature is very useful. You can organize, control, show and filter your data as you want and distribute it safely.
You can create a single dashboard with complete information and share for each user only what they need to see.
__toc__<span style="color: 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;  
== Create a new share ==
* 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 this, the '''Manage Shares''' screen appears:
 
 
:[[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.
 
 
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=]]
|}
 
 
Now you have access to Share manage page
 
 
:{| 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=]]
|}
 
 
 
 
In this screen you can, in addition to adding new dashboard for sharing:
 
 
You can manage the shares by two different visions
 
- '''by Dashboards''', where you can manage all shared dashboards shared
 
- '''by User''', where you cam manage the shares by user view
 
 
'''by Dashboard View'''
 
 
:{| 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=]]
|}
* Select the ''Add Dashboard'' button on the ''Shared Dashboards'' screen;
[[File:share_summary.png|link=]]- check how status of sharing process for each shared dashboard;
- edit a share;
* From the list select the - remove a share of a dashboard to be sharedfor all users;
[[File:share_select_dashboard.png|link=]]
'''by User View'''
* Fill the Name, E-mail, [[Write permission]] and the [[Permission filters|Filters]] for the users and then select the ''Ok'' button;
:{| class="images-table"| On desktop|-|[[File:Share_manager_by_user_en-US.png|link=]]|-| In mobile devices|-|[[File:share_add_new_guestsShare_manager_by_user_mobile_en-US.png|link=]]|}
 
- check how status of sharing process for each shared user;
 
- edit a share;
 
- remove a share of all dashboards for this users;
 
 
When you click '''Add dashboard''', the list of panels is displayed so that you can select what you want to share.
 
 
:[[File:share_select_dashboard.png|link=]]
 
 
Selecting a dashboard will display the ''Manage shares'' screen.
== Edit a share ==
* 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)]] on the [[Main Page Overview|Main Page]];.
We have two different views to edit shares.
* On - When editing from the ''Shared Dashboards'by Dashboard''' listview, select we show the Dashboard Share you want to edit and then choose users who has received your shares for the ''Edit'' option [[File:edit.png|link=]];selected dashboard
[[File:share_summaryManaging_dashboard_shares_en-US.png|link=]]
* A screen with - When editing from the current status of the shares will be shown. Here it is possible to see '''by User''' view, we show the users dashboards that you already were shared the dashboard and check related information like the [[Share status]], [[Write permission]] and [[Permission filters|Filters]] set. To add a new to selected user, select ''Share with more users'' button.
[[File:share_guest_listManaging_user_shares_en-US.png|link=]]
* Fill Editing the Name, E-mail, [[Write permission]] and shares allows you to make the [[Permission filters|Filters]] for the new users and then click the ''Ok'' button;following changes:
[[File:share_add_new_guests.png|link=]]
- 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;
- change the [[Permission filters|filters/permissions]] of the share. Used for when you want to change what restrictions on the data the guest will have;
 
- change the guest's [[Write permission|write permission]]. Used for when you want the guest to be able to edit the shared dashboard;
 
- also allows you to resend an invitation that has status ''pending''.
== Delete a share ==
* Select You can remove all shares from a dashboard, as well as remove only one specific invitation.  To remove all shares you send from a given dashboard, you must use the '''Share dashboards''' option from available in the dashboards tab menu on the [[Main Page Overview#Menu (Sidebar)|Menu (Sidebar)main screen]] on . On the screen if it is displayed, just click the delete icon and confirm. With this, all shares of this dashboard will be removed.  :{| class="images-table"| On desktop|-|[[Main Page OverviewFile:Share dashboard menu en-US.png|link=]] |-| In mobile devices|-|[[File:Share dashboard mobile menu en-US.png|Main Pagelink=]];|} 
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.
* On the ''Shared Dashboards'' list, select the Dashboard Share you want to remove, choose the ''Delete'' option, and confirm;
:{| 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 ==
* To learn how to accept a panel share sent to you, see [[Accept shared dashboards]].
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