It would be valuable if Super Admins could adjust the ‘manage sharing’ settings on saved views, regardless of which user created the view, similar to how Super Admins can edit saved views created by any user.
Great idea! Will allow us to add/limit shares if someone has created a great view or reduce who can see it.
+1
agree! Also good to create views as a super admin and assign them to individual people or teams, not just “my team”.
Hi folks,
I’m Lily, the Senior Product Manager for HubSpot’s Index Pages. Thank you for taking the time to submit, upvote, and comment on this Idea. I’m looking to connect with customers who are interested in sharing more about how they use Views and how permissions factor into their workflows. If you’re open to chatting, you can use this link to schedule time with me.
Thank you in advance,
Lily
The ability for Super Admins to rename a saved view would be good, so we can ensure naming conventions are followed
Hey @LRosenbloom,
I cannot schedule an appointment with you because there aren’t any slots available, so i try to explain our pain points here:
Normaly we super admins and some unit heads create new views for the employees. Sometimes the user create special views for they own. What we are missing is the possibility to add new created views active to the employees system. Every employee see only the views which are marked as default when they entered the system the first time, so I have to explain how to add the new shared view to all employees every time we created a new one. The next critical pain is, that since a few months new created views are public by default. I don’t remember exactly how it was before, but I think it was private by default or it was a better visual way to edit it before save it. That is a topic I think your team have to fix as soon as posible. But I still think it will be great when super admins can easly edit the sharing options for views created by other employees.
There are a few more pains we have with the CRM Index Views, so if you want to chat about it, feel free to contact me directly.
+1 super important, as a partner we often build out Views for our clients that they need to own and maintain in the future. The client should be able to both Manage Sharing and it should also be possible to change the owner of the Saved View. Thank you!