Share a diagram view

You can share a diagram view with others or make it private. Users with whom the diagram view is shared can only edit the diagram view if they have the Manage shared Views, Dashboard and Search Filter global permission.

Note By default, diagram views are public.

Steps

  1. Open a diagram view.
  2. Click .
    The Share view dialog box appears.
  3. Enter the required information.
    FieldDescription
    Sharing optionsThis section determines who has access to this diagram view.
     Public
    Select to share this diagram view with all users.
     Private
    Select to share this diagram view with no one.
     Share with specific roles, groups & users
    Select to choose with whom to share the diagram view.
     Roles
    Select or type the roles whose users you want to give access.
     Groups
    Select or type the groups whose users you want to give access.
     Users
    Select or type the users to whom you want to give access.
    Promote

     

     Default
    Select to use this diagram view as the default view when you open the diagram editor.
     Pin

    Select to pin the diagram view.

    Pinned diagram views appear in the view selection drop-down list.

  4. Click Save.