Sharing a View

  1. Select a custom or shared view. Select Share in the Views list.

  2. Select the roles and user to receive the shared view.
    Note: Use Search to find a user.

Note:
  • The view is shared with each user belonging to a selected role and to each individual select user.
  • The shared view will display in the Views list for each user.
  • To set a shared view as a default view, select the view and select Set as default in the list.
  • Only the owner of a view owner can modify, rename, or delete a shared view.