UsingSaved views & listsHow to
Sharing a saved view
Share a saved view or list with everyone, groups or members as viewers or editors, and see who can change or delete it.
Applies toEditor license
A saved view — or a list — belongs to whoever created it, its owner, who can share it with the whole team, with groups, or with particular members. Each person you share with either can view it or can edit it. A new view starts shared with The whole team, who can view it.
Share a view#
- Open the view's dialog: Save view for a new one, or the pencil on its row in Saved views for an existing one (Edit list for a list).
- Under Sharing, type in Share with a member or group… and choose The whole team, a group, or a member.
- Beside each, choose Can view or Can edit.
- To stop sharing with someone, select the ✕ beside them. With nobody listed, the dialog says "Only the owner can see this view."
- Select Save.
Share with a group rather than a list of people where you can: when someone joins or leaves the group, what they can see follows. Owners and Admins manage groups under Organization → Groups.
Can view or can edit#
| Sees and applies it | Changes it, and who it's shared with | Deletes it | |
|---|---|---|---|
| Its owner | ✓ | ✓ | ✓ |
| Can edit | ✓ | ✓ | — |
| Can view | ✓ | — | — |
| An Owner or Admin of the organization | ✓, from the Organization page | ✓ | ✓ |
Changing anything takes an Editor license, whatever the share says. A member with a Viewer license who's given Can edit can only view, and the dialog warns you: "Has a Viewer license, so can only view". Deleting is the one exception: an Owner or Admin can delete any view without an Editor license. The owner of a view can delete it only while holding one.
If several shares reach one person — the whole organization to view, and their group to edit — they get the stronger.
Someone who can view a view finds it in their Saved views group and applies it like their own. They can change the filters on screen afterwards, but they get no pencil and no Update, so the view stays as its owner left it. With a Full license, they can save the changed filters as a new view of their own.
Hide a view shared with you#
Views others share with you can crowd your filters. To take one out of your own Saved views group, open My profile, find it under Saved views and select Hide. It stays shared with everyone else; Show brings it back.
What Owners and Admins see#
Organization → Saved views lists every view in the organization, whoever made it and however it's shared — private ones too — with its owner and "Shared with everyone", "Shared with N groups and N members" or "Private". From there an Owner or Admin can Open, Edit or Delete any of them. The bills each member watches are theirs alone and aren't listed.