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Sharing & Collaboration

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Joss Rodriguez
Updated 1 week ago

This feature introduces a role-based sharing system for List Views, Dashboards, and Reports, allowing users to assign Owner, Editor, or Viewer roles to individual users, teams, or globally.

It improves collaboration by enabling flexible permissions while maintaining data integrity and ensuring shared lists remain accessible and properly managed.

How to Share Views

  1. Go to the List View, Dashboard, or Report you want to share.
  2. Click the Share button in the top right corner.
  3. Toggle Share ON (by default, lists are private πŸ”’).
  4. Choose to share 🌍 Globally, πŸ‘₯ With a Team, or πŸ‘€ With Specific Users
    - By default, users get Viewer πŸ‘€ access unless you upgrade them to Editor ✍️.
  5. (Optional) Add a πŸ“© Custom Message for the sharing email.
  6. Click πŸ’Ύ Save, and you’re all set! πŸŽ‰

How to Transfer Ownership of a View

  1. Click the Share button.
  2. Select Transfer Ownership.
  3. Choose the new πŸ‘‘ Owner from the dropdown list.
  4. Confirm the transfer βœ….


User Roles & Permissions

πŸ”Ή Owner πŸ‘‘ – Full control, can transfer ownership or delete the view.
πŸ”Ή Editor ✍️ – Can edit and share but CANNOT delete or transfer ownership.
πŸ”Ή Viewer πŸ‘€ – Read-only access, CANNOT edit or share.


⚠️ Important Notes

πŸ”— Linked Views: The permissions carry over to those items if a shared List View is connected to Dashboards or Reports.
πŸ” Security Tip: If a user has access to a shared view through a linked report, you cannot remove their access to just the reportβ€”you’ll need to adjust permissions at the source view level.


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