How to share panels with teammates
Data views once created can be copied or shared with other users so they can make their own dashboards or view what you've already created.
Sharing a Data View
To share a data view you've created with your team:
Open the data view tab by clicking on the laptop icon
Select the options, indicated by the '...' next to the data view you want to share
Click 'Share'
Select all teammates you want to share your data view with
Click save
You'll only be able to select teammates that have access to the Metrikus platform and who have access to the buildings that you have access to.
When a data view is shared with you, the data views will appear in the data view drawer in the 'Shared with Me' section. You'll see the name of the data view, their name and you can select the name of the data view to bring it up on screen. You can't edit a dashboard that has been shared with you, but you are able to copy the dashboard and make your own edits.
Copying a Data View
To copy a dataview:
Open the data view drawer by clicking on the laptop icon.
Select the options menu indicated by the '...' on the dashboard you want to copy
Click copy
Provide a name for your copied data view
Click save
The copied data view will appear in 'My Data Views' and you can make any changes that you want without affecting the original data view!
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