Sharing Views

About View Sharing

Views have different levels of sharing:
  • Private (My View)

    Views created by users and not shared with others.

  • Shared

    Views created by users or administrators and shared with others.

  • System

    Views provided by the system and available to all users. Administrators can modify system views for all users. For details, refer to Managing System Views.

System views are added to your menu automatically. You can use the Managing Views page to add shared and private views to your menus. For details, refer to Managing Your Views.

You can also personalize shared and system views by adding your own feeds and widgets. These changes are only visible to you unless you modify the shared view.

View Sharing Capabilities

You are the owner of views you create. You can share the view with users, groups, or resource teams and you can designate other users as co-owners, collaborators, or viewers. You cannot change the primary owner of a view, however.

All users you share views with can run the view. Content returned by feeds added to shared views is controlled by user privileges.

The following tables list the capabilities of each view role.

Activity and Calendar Views

The following capabilities apply to activity and calendar views.

Role Capabilities
Owner All capabilities.
Co-owner
  • Modify view properties (name, description)
  • Modify sharing
  • Delete view
  • Add feeds
  • Remove feeds
Collaborator
  • Add feeds
  • Remove feeds
Viewer
  • View shared feeds

Dashboard Views

The following capabilities apply to shared dashboard views only.

Role Capabilities
Owner All capabilities.
Co-owner
  • Modify view properties (name, description)
  • Modify sharing
  • Add widgets
  • Modify widget parameters (name, size, etc.)
  • Modify widget position
  • Delete widgets
  • Delete view
  • Modify dashboard layout
Collaborator
  • View shared widgets
Viewer
  • View shared widgets

Backlog Views

The following capabilities apply to backlog views only.

Role Capabilities
Owner All capabilities.
Co-owner
  • Modify view properties (name, description)
  • Modify sharing
  • Delete view
  • Add feeds
  • Remove feeds
  • Accept work items to the backlog.
  • Prioritize work items in backlog
  • Remove work items from the backlog
  • View progress reports
  • Modify feed order
  • Modify backlog start and end dates
Collaborator
  • Add feeds
  • Prioritize work items in backlog
  • View list of prioritized work items
  • View progress reports
Viewer
  • View list of prioritized work items
  • View progress reports

Sharing a View With Others

To share a view:

  1. Select Home or a pinned application or application group.
  2. Click the Managing Views icon (image) in the navigation pane.
  3. Create a new view or edit a view that you own or co-own. If you are editing a view, select the Shared View icon in the upper right corner.
  4. Select the Enable Share tab.
  5. Select or search for the users, groups, or teams to share the view with, then click the red plus sign to add them to the share list.
  6. By default, each selection is given viewer access. To change the access level, select a row, then choose one of these options:
    • All Users (image)

      Viewer access only.

    • Teams (image)

      Viewer or Collaborator access.

    • Groups (image)

      Viewer or Collaborator access.

    • Users (image)

      Co-owner, Collaborator, or Viewer access.

  7. Save your changes.