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Manage shared views permissions?

  • August 15, 2022
  • 2 replies
  • 240 views
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I am building out a number of asset and ticket views that need to be shared across all of our agents, however only a few of my agents have the “manage shared views” link in the sidebar.   what controls access to shared asset and ticket views?

Best answer by Kathryn Carter

@lcecil You should create the custom view first. Then go back into view settings and click on share. You are able to share to agents or whole team. Here is a screenshot to help. 😄

 

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2 replies

Kathryn Carter
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  • Kathryn Carter
  • Community Manager
  • August 17, 2022

@lcecil I logged into your site and saw that some of your agents do not have access to see your assets. The setting is in the role permissions. I have attached the guide to help you. Try that and let me know if it works 😄

 

Kathryn Carter - Community Moderator /// Did you ask a question? Don't forget to mark the correct answer!
Kathryn Carter
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  • Kathryn Carter
  • Community Manager
  • Answer
  • August 19, 2022

@lcecil You should create the custom view first. Then go back into view settings and click on share. You are able to share to agents or whole team. Here is a screenshot to help. 😄

 

Kathryn Carter - Community Moderator /// Did you ask a question? Don't forget to mark the correct answer!
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