Operations with dashboards

Renaming a dashboard

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

Switching scenes on a dashboard

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

Manage access to a dashboard

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

• Publishing a dashboard for viewing via a link.
• Granting access to view or edit a dashboard. Depending on the granted access level, another user will be able to view or edit the dashboard with you. To grant shared access to the particular users, specify their email addresses.
• Sending a dashboard copy. The recipient will be able to save the dashboard copy and edit it without affecting the original dashboard.

	Access period	User authorization is required	View	Edit
Publishing via a link	Set by the dashboard owner	✓	✓	✗
Granting shared access (view)	Set by the dashboard owner	✓	✓	✗
Granting shared access (edit)	Set by the dashboard owner	✓	✓	✓
Sending a copy	Forever	✓	✓	✗ (only editing a copy)

Note

If you use a demo tariff, you cannot grant access to a dashboard to other users.

Publishing a dashboard via link

You can enable viewing your dashboard via a link to other authorized users. 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 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

To share a dashboard only with particular users, grant them access to view the dashboard by specifying their emails.

To publish a dashboard via a link:

1. Go to the Dashboards tab and open the dashboard.
2. In the top menu of the dashboard, click icon and select Share dashboard.
3. In the dialog, go to the Publish tab.
4. Select the link expiration date: 14 days, 30 days, Forever, or specify a date. For example, if you select the date February 02, the link will be valid until 23:59:59 on February 02.
5. (Optional) To restrict access to territories, specify up to 15 territories that will be available via the link. You can use standard and custom territories. For more information, see the Geofilters section.
6. Click Create a link.

To copy the prepared link, in the Active links block, click icon next to the link. To unpublish the link, click icon.

Granting access to a dashboard

You can grant access to view or edit the dashboard to other authorized users.

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:

  • Export scenes.
  • Grant access to a dashboard to other users.
  • Send dashboard copies.
  • Edit and create scenes, layers, and widgets. Changes will be visible to the owner and all users with access. To see changes made by other users, refresh the page.
  • Delete the dashboard. The dashboard will be 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. If datasets that you uploaded are used in the dashboard, users are granted access to them.

To grant access to a dashboard:

1. Go to the Dashboards tab and open the dashboard.
2. In the top menu of the dashboard, click 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: Can view or Can edit.
6. Click Save.

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 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 other authorized users by specifying their email addresses. 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 Urbi 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. If datasets that you uploaded are used in the dashboard, users are granted access to them.

To send a dashboard copy:

1. Go to the Dashboards tab and open the dashboard.
2. In the top menu of the dashboard, click 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.

Dashboard copies are located in the recipient's profile on the Dashboards tab, in the My group. To save the dashboard copy or reject it, the recipient needs to go to the Dashboards tab and, in the card of the required copy, click or icon:

Updating a dashboard

If you are granted view access to a dashboard and the owner made changes to it, you will receive a notification at the bottom of the screen:

To see the latest version of the dashboard, use one of the following methods:

• In the notification, click Update.
• In the top menu of the dashboard, click icon and select Update.

The latest version of the dashboard from the owner will be loaded.

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 dashboard card, click icon and select Delete.
3. To confirm deleting, click Delete.

What's next?

• Quick start.
• Get to know how to work with Data and Data visualization.
• Get to know more about Layers, Scenes, and Widgets.
• Get to know Analytics scenarios.