Managing shared tabs
About the Shared Dashboard Tabs page
The Shared Dashboard Tabs page manages the following kinds of tabs:
- System tabs created by Datto that are made available to all partners. Refer to System and non-system shared tabs.
- Tabs that were created as personal dashboard tabs by any user in your company, and then shared. Refer to Sharing an existing personal tab.
- Tabs that were created as shared tabs on the Shared Dashboard Tabs page. Refer to Adding a new shared tab.
NOTE All tabs available to the Dashboard User (system) security level must be shared tabs.
Creating shared tabs
Filtering shared tabs by security level, department, or resource
Below the New Tab button, three filters will allow you to view the list of shared dashboard tabs that have been published to a selected security level, department, or resource.
Context menu
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Design |
Any user with permission to manage shared dashboards can design and modify any shared tab from the Shared Dashboard Tabs page and the tab menu of the published tab. When you design a shared tab, any changes you make will apply to all published instances of the dashboard. Changes will show in the published dashboard tabs as soon as they are refreshed either manually or by schedule. To modify the settings of a shared tab, do the following:
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Tab Settings |
Refer to Tab settings and tab-level filters. |
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Publish |
Refer to Publishing a shared dashboard tab. |
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Copy |
When you copy a shared dashboard, you copy the tab, tab-level filter, widgets, and widget configuration to create a new shared dashboard. The new dashboard appears in the list of shared dashboards. The Publish settings are not copied, so you must publish the new dashboard.
NOTE You can click the Tab Name header to reverse the sort order of the list. Use the quick filter row to sort for the desired tab based on tab name. time of last edit. or resource who last edited.
The new dashboard tab appears in the list of shared dashboards. For information on editing or publishing dashboard tabs, refer Managing dashboard tabs or Publishing a shared dashboard tab. NOTE All users can copy a shared dashboard tab for personal use: from the dashboard menu select Add Tab, in the Add Tab dialog, select Start with a copy of an existing tab; from the menu, select the shared tab to copy; complete adding the new tab as described in Managing dashboard tabs. |
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Delete |
When you delete a shared dashboard tab, it is removed from all personal dashboards to which it was published. The deletion will take effect on the next scheduled or manual refresh. Deletion cannot be undone.
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