Docs: Rewrite preferences docs (#31154)

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docs/sources/administration/change-home-dashboard.md

-+++
-title = "Change the default home dashboard"
-description = "How to replace the default home dashboard"
-keywords = ["grafana", "configuration", "documentation", "home"]
-weight = 100
-+++
-
-# Change the default home dashboard
-
-You can change the default dashboard on the organization, team and user level. The home dashboard you set for the whole organization is the one all users will see by default. The team dashboard applies to all users assigned to the team in Grafana. The team dashboard overrides the organization dashboard settings. Personal dashboard settings override team dashboard settings.
-
-## Set the home dashboard for your organization
-
-### Set the default dashboard through preferences
-
-1. Navigate to the dashboard you want to set as the home dashboard.
-1. Star this dashboard by clicking on the star next to the dashboard title.
-1. On the left menu, hover your cursor over the **Configuration** (gear) icon and then click **Preferences**.
-1. In the **Home Dashboard** field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.
-
-### Set the default dashboard through configuration
-
-If preferences are set as described above, then they override this value.
-You can provide your own JSON file to change the home dashboard. No user will be able to update this dashboard in Grafana.
-
-#### [Optional] Convert an existing dashboard into a JSON file
-1. Navigate to your dashboard page.
-1. Click the **Share dashboard** icon next to the dashboard title.
-1. In the **Export** tab, click on **Save to file**.
-
-#### Use a JSON file as the home dashboard
-1. Save your JSON file somewhere that Grafana can access it, for example, in the Grafana `data` folder of Grafana.
-1. Update your configuration file to set the path to the JSON file. Read how to update this file in the [configuration]({{< relref "./configuration.md">}}) documentation.
-```ini
-[dashboards]
-# Path to the default home dashboard. If this value is empty, then Grafana uses StaticRootPath + "dashboards/home.json"
-default_home_dashboard_path = data/main-dashboard.json
-```
-
-## Set home dashboard for your team
-
-1. Navigate to the dashboard you want to set as the home dashboard.
-1. Star this dashboard by clicking on the star next to the dashboard title.
-1. On the left menu, hover your cursor over the **Configuration** (gear) icon and then click **Teams**.
-1. Click on the team you want to change the home dashboard for and then navigate to the **Settings** tab.
-1. In the **Home Dashboard** field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.
-
-## Set your personal home dashboard
-
-1. Navigate to the dashboard you want to set as the home dashboard.
-1. Star this dashboard by clicking on the star next to the dashboard title.
-1. On the left menu, hover your cursor over your avatar and then click **Preferences**.
-1. In the **Home Dashboard** field, select the dashboard you want to use for your home dashboard. Options include all starred dashboards.

docs/sources/administration/preferences.md

-+++
-title = "Change your preferences"
-description = "How to change your Grafana preferences"
-keywords = ["grafana", "profile", "change", "preferences"]
-weight = 200
-+++
-
-# Change your Grafana preferences
-
-You can perform several tasks in the Preferences tab. You can edit your profile, change your Grafana preferences, and view information about your profile and Grafana usage.
-
-## Edit your Grafana profile
-
-Your profile includes your name, user name, and email address.
-
-1. Navigate to the Preferences tab. Hover your cursor over your user icon in the lower left corner of the screen, and then click **Preferences.**
-1. In the Edit Profile section, you can edit any of the following:
-   - **Name -** Edit this field to change the display name associated with your profile.
-   - **Email -** Edit this field to change the email address associated with your profile.
-   - **Username -** Edit this field to change your user name.
-1. Click **Save**.
-
-## Edit your Grafana preferences
-
-Your Grafana preferences include whether uses the dark or light theme, your home dashboard, and your timezone.
-
-> **Note:** Settings on your personal instance override settings made by your administrator at the instance or team level.
-
-1. Navigate to the Preferences tab. Hover your cursor over your user icon in the lower left corner of the screen, and then click **Preferences.**
-1. In the Preferences section, you can edit any of the following:
-   - **UI Theme -** Click to set the **Dark** or **Light** to select a theme. **Default** is either the dark theme or the theme selected by your Grafana administrator.
-   - **Home Dashboard -** Refer to [Set your personal home dashboard]({{< relref "change-home-dashboard.md#set-your-personal-home-dashboard" >}}) for more information.
-   - **Timezone -** Click to select an option in the **Timezone** list. **Default** is either the browser local timezone or the timezone selected by your Grafana administrator. Refer to [Time range controls]({{< relref "../dashboards/time-range-controls.md" >}}) for more information about Grafana time settings.
-1. Click **Save**.
-
-## View your assigned organizations
-
-Every user is a member of at least one organization. You can have different roles in every organization that you are a member of.
-
-1. Navigate to the Preferences tab. Hover your cursor over your user icon in the lower left corner of the screen, and then click **Preferences.**
-1. Scroll down to the Organizations section.
-   - **Name -** The name of the organizations you are a member of in that Grafana instance.
-   - **Role -** The role you are assigned in the organization. Refer to [Organization roles]({{< relref "../permissions/organization_roles.md" >}}) about permissions assigned to each role.
-   - **Current -** Grafana tags the organization that you are currently signed in to as _Current_.
-
-## View your Grafana sessions
-
-Grafana logs your sessions in each Grafana instance. You can review this section if you suspect someone has misused your Grafana credentials.
-
-1. Navigate to the Preferences tab. Hover your cursor over your user icon in the lower left corner of the screen, and then click **Preferences.**
-1. Scroll down to the Sessions section. Grafana displays the following:
-   - **Last seen -** How long ago you logged on.
-   - **Logged on -** The date you logged on to the current Grafana instance.
-   - **IP address -** The IP address that you logged on from.
-   - **Browser & OS -** The web browser and operating system used to log on to Grafana.
-   - If you are a Grafana Admin for the instance, then you can revoke a session by clicking the red signout icon in the session row.

docs/sources/administration/preferences/_index.md

++++
+title = "Preferences"
+aliases =["/docs/grafana/latest/administration/preferences.md"]
+weight = 50
++++
+
+# Grafana preferences
+
+Grafana preferences are basic settings. They control the Grafana UI theme, home dashboard, time zone, and so on.
+
+Preferences are sometimes confusing because they can be set at four different levels, listed from highest level to lowest:
+
+- **Server -** Affects all users on the Grafana server. Set by a [Grafana Server Admin]({{< relref "../../permissions/_index.md#grafana-server-admin-role" >}}).
+- **Organization -** Affects all users in an organization. Set by an [Organization Admin]({{< relref "../../permissions/organization_roles.md#organization-admin-role" >}}).
+- **Team -** Affects all users assigned to a team. Set by an Organization Admin or Team Admin. To learn more about these roles, refer to [Organization roles]({{< relref "../../permissions/organization_roles.md" >}}).
+- **User account -** Affects the individual user. Set by the user on their own account.
+
+The lowest level always takes precedence. For example, if a user sets their theme to **Light**, then their visualization of Grafana displays the light theme. Nothing at any higher level can override that.
+
+If the user is aware of the change and intended it, then that's great! But if the user is a Server Admin who made the change to their user preferences a long time ago, they might have forgotten they did that. Then, if that Server Admin is trying to change the theme at the server level, they'll get frustrated as none of their changes have any effect that they can see. (Also, the users on the server might be confused, because _they_ can see the server-level changes!)

docs/sources/administration/preferences/change-grafana-name.md

++++
+title = "Change name and email"
+keywords = ["grafana", "configuration", "documentation", "home"]
+weight = 100
++++
+
+# Change Grafana name and email
+
+In Grafana, you can change your names and emails associated with groups or accounts in the Settings or Preferences. This topic provides instructions for each task.
+
+{{< docs/shared "preferences/some-tasks-require-permissions.md" >}}
+
+## Change organization name
+
+Grafana server administrators and organization administrators can change organization names.
+
+### Grafana Server Admin change organization name
+
+Follow these instructions if you are a Grafana Server Admin.
+
+{{< docs/list >}}
+{{< docs/shared "manage-users/view-server-org-list.md" >}}
+1. In the organization list, click the name of the organization that you want to change.
+1. In **Name**, enter the new organization name.
+1. Click **Update**.
+{{< /docs/list >}}
+
+### Organization Admin change organization name
+
+If you are an Organization Admin, follow these steps:
+
+{{< docs/list >}}
+{{< docs/shared "preferences/org-preferences-list.md" >}}
+1. In **Organization name**, enter the new name.
+1. Click **Update organization name**.
+{{< /docs/list >}}
+
+## Change team name or email
+
+Organization administrators and team administrators can change team names and email addresses.
+To change the team name or email, follow these steps:
+1. Hover your cursor over the **Configuration** (gear) icon in the side menu.
+1. Click **Teams**. Grafana displays the team list.
+1. In the team list, click the name of the team that you want to change.
+1. Click the **Settings** tab.
+1. In the Team Settings section, you can edit the following:
+   - **Name -** Edit this field to change the display name associated with the team.
+   - **Email -** Edit this field to change the email address associated with the team.
+1. Click **Update**.
+
+## Change user name or email
+
+To learn how to edit your user information, refer to [Grafana user account profile]({{< relref "../../manage-users/user-admin/user-profile.md" >}}).

docs/sources/administration/preferences/change-grafana-theme.md

++++
+title = "Change UI theme"
+description = "How to set the Grafana UI theme"
+keywords = ["grafana", "configuration", "documentation", "home"]
+weight = 200
++++
+
+# Change Grafana UI theme
+
+In Grafana, you can modify the UI theme configured in the Settings or Preferences. Set the UI theme for the server, an organization, a team, or your personal user account using the instructions in this topic.
+
+{{< docs/shared "preferences/some-tasks-require-permissions.md" >}}
+
+## Theme options
+
+The theme affects how Grafana displays graphs, menus, other UI elements.
+
+### Default
+
+**Default** is either the dark theme or the theme selected in a higher level. For example, if an Organization administrator set the **Light** theme, then that is the default for all the teams in that organization.
+
+### Dark
+
+Here is an example of the dark theme.
+
+![Dark theme example](/img/docs/preferences/dark-theme-7-4.png)
+
+### Light
+
+Here is an example of the light theme.
+
+![Light theme example](/img/docs/preferences/light-theme-7-4.png)
+
+## Change server UI theme
+
+Grafana server administrators can change the Grafana UI theme for all users on the server by setting the [default_theme]({{< relref "../configuration.md#default-theme" >}}) option in the Grafana configuration file.
+
+To see what the current settings are, refer to [View server settings]({{< relref "../view-server/view-server-settings.md" >}}).
+
+## Change organization UI theme
+
+Organization administrators can change the UI theme for all users in an organization.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/org-preferences-list.md" >}}
+{{< docs/shared "preferences/select-ui-theme-list.md" >}}
+{{< /docs/list >}}
+
+## Change team UI theme
+
+Organization and team administrators can change the UI theme for all users in a team.
+
+{{< docs/list >}}
+{{< docs/shared "manage-users/view-team-list.md" >}}
+1. Click on the team that you want to change the UI theme for and then navigate to the **Settings** tab.
+{{< docs/shared "preferences/select-ui-theme-list.md" >}}
+{{< /docs/list >}}
+
+## Change your personal UI theme
+
+You can change the UI theme for your user account. This setting overrides UI theme settings at higher levels.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/navigate-user-preferences-list.md" >}}
+{{< docs/shared "preferences/select-ui-theme-list.md" >}}
+{{< /docs/list >}}

docs/sources/administration/preferences/change-grafana-timezone.md

++++
+title = "Change default timezone"
+description = "How to change your Grafana timezone"
+keywords = ["grafana", "configuration", "documentation", "home"]
+weight = 400
++++
+
+# Change the Grafana default timezone
+
+By default, Grafana uses the timezone in your web browser. However, you can override this setting at the server, organization, team, or individual user level. This topic provides instructions for each task.
+
+{{< docs/shared "preferences/some-tasks-require-permissions.md" >}}
+
+## Set server timezone
+
+Grafana server administrators can choose a default timezone for all users on the server by setting the [default_timezone]({{< relref "../configuration.md#default-timezone" >}}) option in the Grafana configuration file.
+
+## Set organization timezone
+
+Organization administrators can choose a default timezone for their organization.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/org-preferences-list.md" >}}
+{{< docs/shared "preferences/select-timezone-list.md" >}}
+{{< /docs/list >}}
+
+## Set team timezone
+
+Organization administrators and team administrators can choose a default timezone for all users in a team.
+
+{{< docs/list >}}
+{{< docs/shared "manage-users/view-team-list.md" >}}
+1. Click on the team you that you want to change the timezone for and then navigate to the **Settings** tab.
+{{< docs/shared "preferences/select-timezone-list.md" >}}
+{{< /docs/list >}}
+
+## Set your personal timezone
+
+You can change the timezone for your user account. This setting overrides timezone settings at higher levels.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/navigate-user-preferences-list.md" >}}
+{{< docs/shared "preferences/select-timezone-list.md" >}}
+{{< /docs/list >}}
\ No newline at end of file

docs/sources/administration/preferences/change-home-dashboard.md

++++
+title = "Change home dashboard"
+description = "How to replace the default home dashboard"
+keywords = ["grafana", "configuration", "documentation", "home"]
+aliases = ["/docs/grafana/latest/administration/change-home-dashboard/"]
+weight = 300
++++
+
+# Change the default home dashboard
+
+The home dashboard you set is the one all users will see by default when they log in. You can set the home dashboard for the server, an organization, a team, or your personal user account. This topic provides instructions for each task.
+
+{{< docs/shared "preferences/some-tasks-require-permissions.md" >}}
+
+## Navigate to the home dashboard
+
+The home dashboard is the first dashboard a user sees when they sign in to Grafana. You can also navigate to the home dashboard manually.
+
+1. Hover your cursor over the **Dashboards** (four squares) icon.
+1. Click **Home**.
+
+## Set the home dashboard for the server
+
+Users with the Grafana Server Admin flag on their account or access to the configuration file can define a JSON file to use as the home dashboard for all users on the server.
+
+### [Optional] Convert an existing dashboard into a JSON file
+
+1. Navigate to the page of the dashboard you want to use as the home dashboard.
+1. Click the **Share dashboard** icon next to the dashboard title.
+1. In the Export tab, click **Save to file**. Grafana converts the dashboard to a JSON file and saves it locally.
+
+### Use a JSON file as the home dashboard
+
+1. Save your JSON file somewhere that Grafana can access it. For example, in the Grafana `data` folder of Grafana.
+1. Update your configuration file to set the path to the JSON file. Refer to [default_home_dashboard_path]({{< relref "../configuration.md">}}) for more information about modifying the Grafana configuration files.
+
+```ini
+[dashboards]
+# Path to the default home dashboard. If this value is empty, then Grafana uses StaticRootPath + "dashboards/home.json"
+default_home_dashboard_path = data/main-dashboard.json
+```
+
+## Set the home dashboard for your organization
+
+Organization administrators can choose a home dashboard for their organization.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/navigate-to-the-dashboard-list.md" >}}
+{{< docs/shared "preferences/org-preferences-list.md" >}}
+{{< docs/shared "preferences/select-home-dashboard-list.md" >}}
+{{< /docs/list >}}
+
+## Set home dashboard for your team
+
+Organization administrators and Team Admins can choose a home dashboard for a team.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/navigate-to-the-dashboard-list.md" >}}
+{{< docs/shared "manage-users/view-team-list.md" >}}
+1. Click on the team that you want to change the home dashboard for and then navigate to the **Settings** tab.
+{{< docs/shared "preferences/select-home-dashboard-list.md" >}}
+{{< /docs/list >}}
+
+## Set your personal home dashboard
+
+You can choose your own personal home dashboard. This setting overrides all home dashboards set at higher levels.
+
+{{< docs/list >}}
+{{< docs/shared "preferences/navigate-to-the-dashboard-list.md" >}}
+{{< docs/shared "preferences/navigate-user-preferences-list.md" >}}
+{{< docs/shared "preferences/select-home-dashboard-list.md" >}}
+{{< /docs/list >}}

docs/sources/manage-users/org-admin/index.md

@@ -65,10 +65,6 @@ Grafana displays a list of pending invitations. If necessary, you can use the se
 
 
 ![Pending Invites list](/img/docs/manage-users/pending-invites-list-7-3.png)
 ![Pending Invites list](/img/docs/manage-users/pending-invites-list-7-3.png)
 
 
-### Copy invitation
-
-SME - What does this do? I see the button, but it does not seem to do anything.
-
 ### Cancel invitation
 ### Cancel invitation
 
 
 Revoke the invitation of a user that was invited but has not logged in.
 Revoke the invitation of a user that was invited but has not logged in.

docs/sources/manage-users/server-admin/server-admin-manage-orgs.md

@@ -35,7 +35,7 @@ Add an organization to your Grafana server.
 
 
 Two things happen:
 Two things happen:
 - Grafana creates a new organization with you as the sole member and Admin.
 - Grafana creates a new organization with you as the sole member and Admin.
-- Grafana opens the new organization [Preferences tab]({{< relref "../../administration/preferences.md" >}}).
+- Grafana opens the new organization [Preferences tab]({{< relref "../../administration/preferences/_index.md" >}}).
 
 
 You can now add users or perform other Organization Admin tasks.
 You can now add users or perform other Organization Admin tasks.
 
 

docs/sources/shared/preferences/navigate-to-the-dashboard-list.md

+---
+title: Navigate to the dashboard list
+---
+
+1. Navigate to the dashboard you want to set as the home dashboard.
+1. Click the star next to the dashboard title to mark the dashboard as a favorite if it is not already.
\ No newline at end of file

docs/sources/shared/preferences/navigate-user-preferences-list.md

+---
+title: Navigate to user preferences list
+---
+
+1. On the left menu, hover your cursor over your avatar and then click **Preferences**.
\ No newline at end of file

docs/sources/shared/preferences/org-preferences-list.md

+---
+title: Click Org preferences
+---
+
+1. Hover your cursor over the **Configuration** (gear) icon.
+1. Click **Preferences**.
\ No newline at end of file

docs/sources/shared/preferences/select-home-dashboard-list.md

+---
+title: Select home dashboard list
+---
+
+1. In the **Home Dashboard** field, select the dashboard that you want to use for your home dashboard. Options include all starred dashboards.
+1. Click **Save**.
\ No newline at end of file

docs/sources/shared/preferences/select-timezone-list.md

+---
+title: Select home dashboard list
+---
+
+1. Click to select an option in the **Timezone** list. **Default** is either the browser local timezone or the timezone selected at a higher level. Refer to [Time range controls]({{< relref "../../dashboards/time-range-controls.md" >}}) for more information about Grafana time settings.
+1. Click **Save**.
\ No newline at end of file

docs/sources/shared/preferences/select-ui-theme-list.md

+---
+title: Select the UI theme
+---
+
+1. In the Preferences section, select the **UI theme**.
+1. Click **Save**.
\ No newline at end of file

docs/sources/shared/preferences/some-tasks-require-permissions.md

+---
+title: Some tasks require permissions
+---
+
+Some tasks require certain permissions. For more information about roles, refer to [Permissions]({{< relref "../../permissions/_index.md" >}}).
\ No newline at end of file