Operations with dashboards | Urbi Pro | Urbi Documentation
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Operations with dashboards

Operations with dashboards

Renaming a dashboard

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Edit.
  3. Enter a new name of the dashboard.
  4. Click Edit.

Duplicating a dashboard

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Duplicate.
  3. Enter a name of a dashboard copy.
  4. Click Save.

Manage access to a dashboard

You can share dashboards and collaborate on them with other users. Three usage scenarios are available:

User authorization
is required		 View Edit
Publishing via a link ✓ / ✗
(Both options are available)		 ✓ ✗
Granting shared access ✓ ✓ ✓
(Depending on the access level)
Sending a copy ✓ ✓ ✗
(Only editing a copy)

If you use a demo tariff, you cannot publish a dashboard, grant access, and send copies.

Publishing a dashboard for viewing

You can enable viewing your dashboard via a link. Via the link, it is possible to view, switch, and open in full-screen mode dashboard scenes; show and hide layers; filter data by territory and by clicking a widget; and drag widgets on the scene and resize them.

If you, as the dashboard owner, edit the original dashboard, the changes are displayed in the published dashboard. You can enable viewing the dashboard for both authorized and unauthorized Pro users. You can also set a link expiration date or set up unlimited access. With unlimited access, the dashboard can be viewed as long as its owner has a valid tariff. If the dashboard is deleted, it cannot be opened via the link.

Important

Once you publish a dashboard, you cannot revoke it. If you need to share your dashboard only with particular users, you can grant access to view the dashboard by specifying their emails.

Publishing a dashboard

To publish a dashboard via a link:

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Share dashboard.
  3. In the dialog, go to the Publish tab.
  4. Select the link expiration date: 14 days, 21 days, 30 days, or Forever.
  5. To allow viewing the dashboard for unauthorized users, in the Additional settings block, clear the For registered users checkbox.
  6. Click Create a link.
  7. To copy the prepared link, click Copy.

Granting access to a dashboard

You can share the dashboard with other authorized users to view or edit it.

Depending on the access level, the user can perform different operations:

  • View: view, switch, duplicate, and open in full-screen mode dashboard scenes; show and hide layers; filter data by territory and by clicking a widget; drag widgets on the scene and resize them; and manage the map style.

  • Edit: perform all actions available for the viewing access level, and also perform any operations available to the dashboard owner: edit the dashboard, scenes, layers, and widgets; send dashboard copies; grant, edit, and revoke dashboard access for other users. If the dashboard is edited, the changes are visible to both the owner and all users who have been granted access to it. To see changes made by other users, refresh the page.

    If the user deletes a dashboard that they have been granted access to, the dashboard is deleted for the owner and all users with access.

Important

If the user with granted access to the dashboard does not have access to used built-in datasets, data categories, or territories, the data is not displayed on the dashboard. In this case, the access to custom datasets is granted with the access to the dashboard.

Granting access to a dashboard

To grant access to a dashboard:

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Share dashboard.
  3. In the dialog, go to the Share tab.
  4. Enter the email address of the user to grant access to and click Add.
  5. Next to the user address, select the access level in the list: View or Edit.
  6. Click Save.
  7. If you need to revoke access from the user, next to the user address, select Delete in the list.

Dashboards that have been granted access to are located in the user profile on the Dashboards tab, in the Available dashboard group. For each dashboard, the email address of the user who granted access is displayed.

Sending a dashboard copy

If you are the owner of the dashboard, or you have been granted access to edit it, you can send a dashboard copy to any user authorized in Pro by specifying their email address. The recipient obtains a copy that they can save and edit or reject. Editing the copy does not make any changes to the original dashboard.

The list of users with sent copies of the dashboard is not stored in Pro.

Important

If the recipient of the dashboard copy does not have access to used built-in datasets, data categories, or territories, the data is not displayed on the dashboard. In this case, the access to custom datasets is granted when the dashboard copy is sent.

Sending a dashboard copy

To send a dashboard copy:

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Share dashboard.
  3. In the dialog, go to the Send copy tab.
  4. Enter the email address of the recipient.
  5. Click Submit.
  6. To save the dashboard, the recipient needs to go to the Dashboards tab and click Accept a copy icon in the card of the required copy. To reject the dashboard copy, the recipient needs to click Reject copy icon.

Dashboard copies are located in the user profile on the Dashboards tab, in the My dashboard group.

Switching scenes on the dashboard

  1. Go to the Dashboards tab.
  2. Open the required dashboard.
  3. To switch scenes, use the arrows Left arrow and Right arrow. To immediately open the required scene, in the top menu of the dashboard, click Dashboard menu icon, select Scenes, and select a scene from the list.

Deleting a dashboard

Important

A dashboard is deleted for the owner and all users who have been granted access to it.

  1. Go to the Dashboards tab.
  2. On the required dashboard card, click Dashboard menu icon and select Delete.
  3. To confirm deleting, click Delete.

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