Who can share Views?

All users can share views. All users can also: 1. Edit views they own 2. Delete views they own 3. Duplicate a shared view and make it their own (by saving as a new view) But, only Advanced Ops Admin can edit or delete views that aren't their own.

Dec 19, 2023
Knowledge

Created Date

10/11/2026, 7:30 AM

Last Published Date

12/19/2023, 8:56 PM

Article

Who can share Views?

All users can share views.

All users can also:

1. Edit views they own
2. Delete views they own
3. Duplicate a shared view and make it their own (by saving as a new view)

But, only Advanced Ops Admin can edit or delete views that aren't their own.

To share a view from Opportunities: Click Actions in the top right corner > Share.

Learn More

Get more details on the different capabilities of Advanced, Basic, and Read-Only Admins in our Admin Permissions article. This article will also teach you how to give admin permissions to a user.

If you are already an Advanced Ops user, learn more about managing views in this article: Saved View Management.