How do I share a view with a coworker?

If you have built a saved view in the Data Viewer that a coworker would find useful, you can share it with them directly. Any user who can see the view can share it. The shared view appears in your coworker's left panel for that module, so they do not have to rebuild the same filters and columns themselves.

Share a view

1. Open the module and click the view you want to share so it is active.
2. Click the More button (the three vertical dots) in the toolbar, next to Save and Save As.
3. Select Share View.
4. Search for the user or users you want to share with and select them.
5. Click Confirm Selection.
6. Click Save.

[Screenshot needed: Data Viewer toolbar with the More menu open and Share View highlighted]

The view now appears in that person's left panel for the same module.

Permissions

Sharing a view does not give someone access to the module. Your coworker needs to already have permission to the module for the shared view to work for them. If they cannot see the module at all, your system administrator will need to grant access first.

✅ Pro Tip: Before sharing, click Save on the view so the filters and columns your coworker receives are the ones you intended.

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