Jump to main content

# Sharing a View

1. Select a personal or shared view. Select Share in the list.

2. Select the users and roles to receive the shared view.
   Note: Search is available for searching for 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 Alvin as well as everyone with the Analyst role. Although Alvin doesn’t have the Analyst role, the view will still be shared with him as a selected user.

- All recipients will see the shared views under the Shared Views heading in the list. The owner name displays next to the name of the view. In this example, the owner for the shared view is Admin2-G.

- A user’s personal views and the Standard default view display under the Personal Views heading in the list.

- To modify users and roles for a shared view, select the shared view and select Share Options in the list. Update the roles and users to receive the shared view. To modify users and roles, a user must have the 'Share Grid Views' and 'Share Report Views' permissions assigned in Security Administration.

- 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.