Open main menu

TaticView β

Changes

Share dashboards/en

1,050 bytes added, 02:21, 5 October 2022
Updating to match new version of source page
<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]]'''): .
Now you have access to Share manage page  :{| 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=]]
You can manage the shares by two different visions - check how many invitations have already been accepted for each '''by Dashboards''', where you can manage all shared dashboard;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=]]|}  - check how many invitations are still pendingstatus of sharing process for each shared dashboard;
- edit a share;
- remove a shareof a dashboard for all users;  '''by User View'''  :{| 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=]]|}  - check how status of sharing process for each shared user; - edit a share; - remove a share of all dashboards for this users;
Selecting a dashboard will display the ''Manage shares'' screen.
== Edit a share ==
 
 
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'').
 
We have two different views to edit shares.
- When editing from the '''by Dashboard''' view, we show the users who has received your shares for the selected dashboard
 
[[File:Managing_dashboard_shares_en-US.png]]
== Edit a share ==
- When editing from the '''by User''' view, we show the dashboards that were shared to selected user
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'')[[File:Managing_user_shares_en-US.png]]
- change the name of the guest. This change does not reshare sharingshare 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;
- also allows you to resend an invitation that has status ''pending''.
 
== Delete a share ==
| 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>
|}
|[[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>
|}
 
== Accept a share ==
* To learn how to accept a panel share sent to you, see [[Accept shared dashboards]].
11,677
edits