Share a custom view

You can share your custom views for a portfolio with selected users or security roles if you have the related permission.

For details on permissions, see Feature permissions.

The shared view displays the name of the person who created it.

Note: You can't share custom views for the global projects area.
  1. In the View list, select (Settings) by the custom data view.
  2. In the Permissions grid, select (Add User).
    You can also select (Add Role).
  3. Select the checkbox for the users or roles, and then select Select.
  4. In the Permission column, select the permission for each user or role.
    • Edit: Edit the permissions, search criteria, columns, grouping, and sorting of the shared custom view and add it as a personal dashboard widget. The user can save changes to the shared custom view.
    • View: View the shared custom view and add it as a personal dashboard widget. If changes are made to the shared custom view, the user can save it as a new custom view.
  5. Select Save.