- Select a personal or shared view. Select Share in the list.
- Select the users and roles to receive the shared view.
Note: Use Search to find a
user.
- The recipient receives the view if they have the selected role or User ID. In
the example above, the view will be shared with the Analyst role. Matt will
receive the view although he does not have the Analyst role because he was
selected individually as a user.
- All recipients will see the shared views under the
- To set a shared view as a default view, select the view and select Set as
default in the list.
- To save a shared view as personal view, select the view and select Save as
new.
Note: Only the owner can modify, rename, or delete a shared view.