✨ New: Save & Share Filter Views by User Role
Managers can now save filter views and share them with specific user roles, making it easier to deliver the right data to the right teams without clutter.
The option to filter information and save views is available in places like the Activities Page, History Page, and Clients or Users Page.
This update brings more flexibility and control to workflows so that every role sees only what they need.
🌟 What's new:
🌐 Role-Based Visibility Options
— Choose who can see each saved view:- Only me — keep it private
- All users — share with the entire organization
- Specific user roles — share only with selected roles (e.g., Manager, Supervisor)
🎛️ Roles Multi-Select
— When selecting role-based visibility, a new multi-select allows managers to assign one or multiple roles.👀 Creator Access
— View creators always keep access, even if their role isn’t selected.✏️ New Edit View Modal
— Edit the name, choose visibility (creator only), adjust roles for role-specific views, or delete the view—all from one place.🗑 Smarter Delete Controls
—- Users can delete their own private views
- Managers can delete any view visible to them, including organization views
💙 Why it matters:
Giving managers the ability to share filter views by role means teams only see the views that relate to their work. This reduces clutter, improves consistency across groups, and helps everyone access the insights they need more quickly. It’s a cleaner, more tailored reporting experience that scales with your organization ⬆️
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