Almost every View in Dragon can be distributed and/or shared depending mostly on who created it.  


Icons

Distribute and Share

There are two icons on the toolbar that allow you to distribute/share the view.



The left icon is the Distribute icon, and the right icon is the Share icon. Clicking on either will bring you to the same settings page. 


The icons will also tell you whether a View is set to distribute and/or share. 


For an example, the green circle in the screenshot above means that this View is set to be shared (the green circle is on the Share icon, but not on the Distribute icon).


Generate a link

Beside Distributing and Sharing your View, you can also generate links to Dragon Views for any non-Sassie user.




What is the difference?

Distribution in Dragon means the process of setting up a View to be emailed out to certain people on a set date. The email has two components: a link to a PDF for the previous period's data and a link to login directly from the email (the login link can be disabled via Client Settings).


Sharing in Dragon means the ability for a View to be viewable by those within your hierarchy and under your level. 

This means that a Level 3 Manager can share a View to their Level 2 and Level 1 Managers, but not another Level 3 Manager or their Level 4 Manager. This also means that a Level 1 Manager cannot share a View with anyone else, but they can still make them for themselves!


Only the creator of a View has the ability to change the settings for distribution and sharing.  If the icons are missing from the controls, then you don't own the View.


Views are completely independent of other Views, so one View's settings has no bearing on another View's settings.


Keep in mind that both shadow and secondary managers also get these e-mails!


Generating a link allows you to get a link to your View, and send it to whomever you need. 

You will also be able to choose what a person with the link can do (or export it if you want to copy a View!).



If you select “Anyone with the link can view” in the dropdown menu, users will be able to change date ranges and other global filters, but no individual widget settings.

If you select “Anyone with the link can edit”, users can create views, add or change widgets, and set up PDF delivery options.


There are two things to keep in mind when generating links:

  • they are only valid for 72 hours.
  • If a Client supervisor uses the link icon and shares it, anyone with the link can view/edit without having to be logged in. On the other hand, if a manager with a higher level of permission shares the link using the link icon, the person using the link will need to log in to see the Dragon view that has been shared.


Settings

Settings of the distribution and sharing depend on the level of the manager, and their permissions.


Example of an Admin's Settings


Period

The data in the PDF will be for the previous period.  

So in the example from the screenshot: on the 5th of February, this View will be sent out and the data in the PDF will be for January 1st - January 31st.


We recommend that Distribution be set to a few days after the new period begins so that any late shops can be finished and still be included in the PDF.


Frequency

At the top of the settings is where you enter what day of the period the Distribution will go out on.  

For clients using Custom Date Ranges, the word 'Month' changes to a pull-down menu showing an entry for each type of defined Custom Date Range (Small, Medium, and Large) and Month.  


Distribution

The left column of checkboxes is for Distribution settings. 

The first entry should be the creator of the View, and then a checkbox for each Level under them in the hierarchy.


Sharing

The right column of checkboxes is for Sharing setting.  

There is no 'first' checkbox in this column, since the View is owned by the person (creator). Same as in the left column, all other checkboxes are for each Level under the creator in the hierarchy.


The only exception to the hierarchy rule is shown above in the screenshot regarding Admins.  Admins have the ability to Distribute and Share their Views to other Admins of the client.  


Other recipients

The last part of the settings is the 'Other Recipients' field for single or comma separated email addresses, which is only visible to Admins.  

Any emails entered in this field will get a Distribution email based on the creator of the View, with only a PDF and no login link.


You can set any combination of settings, but one thing to note is that if you Distribute a View to a person but do not Share this View, the login link in the e-mail they receive will simply login that person with their normal, default View.