This feature allows you to share views, dashboards, and reports with your team, assign roles for different levels of access, and transfer ownership of a view when necessary. It’s designed to make collaboration simple and keep your information secure in Pipeline CRM.
How to Share Views
- Go to the List View, Dashboard, or Report you want to share.
- Click the Share button in the top right corner.
- Toggle Share ON (by default, lists are private 🔒).
- Choose to share Globally, a Team, or Specific Users.
- By default, users get Viewer access unless you upgrade them to Editor.
- (Optional) Add a Custom Message for the sharing email.
- Click Save, and you’re all set!
How to Transfer Ownership of a View
- Click the Share button.
- Select Transfer Ownership.
- Choose the new Owner from the dropdown list.
- Confirm the transfer.
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User Roles & Permissions
- Owner 👑 – Full control, can transfer ownership or delete the view.
- Editor ✍️ – Can edit and share, but CANNOT delete or transfer ownership.
- Viewer 👀 – Read-only access, CANNOT edit or share.
Things to Note
- Linked Views: Permissions are carried over to those items if a shared List View is connected to Dashboards or Reports.
- Security Tip: If a user has access to a shared view through a linked report, you cannot remove their access to just the report—you’ll need to adjust permissions at the source view level.