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Sharing Views

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Joss Rodriguez
Updated 20 hours ago
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

  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 🔒).
  4. Choose to share Globally, a Team, or Specific Users.
    • By default, users get Viewer access unless you upgrade them to Editor.
  5. (Optional) Add a Custom Message for the sharing email.
  6. Click Save, and you’re all set!

How to Transfer Ownership of a View

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


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.
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