Share filters share
Depending on your permissions, you can share filters with your whole organization, groups, or individual users.
When should you share filters with the entire company versus just a group of users or individuals? Here are some best practices you might follow:
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As an Admin, share a filter with All if it’s of use to the entire company and everyone is comfortable using it. In this case, you should also consider making it an approved filter.
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As an Admin, share a filter with a specific Product Profile if the filter provides good business value for that team. Do not officially approve this type of filter.
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As an Admin or an individual user, share a filter with other individuals to vet and validate a filter. If it doesn’t prove useful, it can be discarded. Do not officially approve this type of filter.
To share a filter:
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In the Filter Manager, mark the checkbox next to the filter you want to share.
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In the filter management tool bar, click Share.
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If you are an Admin, you can select All or choose from Groups and Users in your organization. As a non-Admin, you can see only individual users. Use the Search field to search for groups or users. Click Share. The Shared icon appears next to the filter:
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You can filter on filters shared with you by going to Filters > Other Filters > Shared with Me.