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Set up a View for a teammate

Share a useful query with a colleague; administrator-created member Views are future work.

Written by Tom Arbuthnot

Deferred beyond launch: creating or managing a View for another member is not available in the Plus launch experience. There are no member-management steps to follow for this feature yet.

Help a colleague with their own View

You can share a filtered feed URL and explain its purpose. The colleague signs in with their own eligible account, checks the results against their access and saves a View themselves. Saved Views and their email alerts require Plus or an activated trial.

Agree the source, products, impact filters and review responsibility first. A shared URL does not transfer your private Labels or grant tenant access.

Each colleague controls their own query and email schedule. Changing your View does not update a colleague's saved copy.

Their alert schedule

On My Views and Emails → Manage Views and Emails, the colleague can enable an alert and choose Daily, Weekly or Monthly. Monthly includes a day of the month and a local time. Their ChangePilot alerts preference must also permit delivery.

Future administrator setup

Administrator-created member Views and organisation membership management remain future work. Their final controls, roles and deletion behaviour will be documented when they ship. Do not assume that removing a member automatically deletes their Views from the current service.

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