Video
Summary
When you create saved views in ForeSite, you can share them with different roles within your account. Simply click on the three dots next to the saved view, then Publish View.
Choose the role you want to share this view with. In this window, you can easily see which roles have members assigned to them. You can also decide if this role will automatically land on this view when they open ForeSite. To finish, click Publish to roles.
At any time, you can open the shared view edit the sharing to share it with even more roles. You can also delete the shared view if needed.
When the role you share the view with open ForeSite, they will see this view that was shared with them.
On your account, there are some permissions that dictate how shared views behave. Remember, permissions are role-based. For internal roles, you can allow users to delete shared views, edit and publish them, and view what shared views are shared with other members.
For external roles, these permissions are turned off by default.






