Product Updates

Share Smart Views with Groups

You can now instantly share Smart Views with entire groups within your organization. Previously, sharing a Smart View required selecting individual users one by one. With this update, users can select a group, and all current and future members of that group will automatically have access to the Smart View.

This feature is available to Enterprise customers who have at least one group in their account. It simplifies the sharing process and ensures that as group memberships change, all members will always have the appropriate access to Smart Views.

• Automatic Access: New members of a group gain access to all shared Smart Views.
• Dynamic Sharing: When group memberships change, visibility of the Smart View in their sidebar is updated automatically.

To share an existing Smart View with a group, click the edit icon. If your organization has any groups, you'll see a "Groups" tab where you can select groups to share the view with:

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To create groups, go to Settings and select the "Team Management" tab. Note that your plan must have access to groups in order for you to see this feature.

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