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How to share Grid Views with other users

How to share Grid Views with other users

Owned by Stratawise Support
Last updated: Oct 26, 2018

After creating a view (or for an existing view), you may wish to share it with other users.  The steps below describe how to do this.

Step-by-step guide

  1. Go to Modules
  2. Click to edit the module for which you want to share a View
  3. Click the Permissions tab
  4. Click the pencil icon for Can View All
  5. Then in the dialog that opens listing the Views, check the View(s) you want that Role to have access to.
  6. Select the View or Views you want to share with that role.
  7. After you do this, users in the Roles you shared the views to will see the View you shared after refreshing their browser. 


To create a named View that can be shared, you must be an administrator.



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