Share a view

You can make a view private, public, or visible to only specific roles, groups, or users.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Prerequisites

  • To share your own view: You have a global role that has the following global permission: Views, Dashboards, Search filters > Manage shared Views, Dashboard and Search Filter.
  • To share a view that is shared with you: You have a global role that has the following global permission: Views, Dashboards, Search filters > Manage your own Views, Dashboards, Search filters.

Steps

  1. Open the set of assets (in table or tile display mode) for which you want to share a view (for example, Business Glossary).
  2. Switch to the view you want to share.
  3. Click .
    The Share View dialog box appears.
  4. Enter the required information.
    FieldDescription
    Pin Option to pin the view to the view selector.
    Set as default viewOption to set the view as the default view for those with whom the view is shared.
    Sharing optionsVisible To

    Options that determine who can see the view:

    • PublicEveryone: Everyone can see the view.
    • PrivateOnly You: Only you can see the view.
    • Share with specific roles, groups & usersSpecific Roles, Groups, or Users:
      • Roles: Only the roles you select can see the view.
      • Groups: Only the groups you select can see the view.
      • Users: Only the users you select can see the view.
    Promote

    Options that determine how and where the view is shown:

    • Default: If the view is set as public, the view is shown as the default view for the user who opens the table or set of tiles for the first time.
    • Pin: The view is pinned to the view selector.

  5. Click Save.