Rocketlane lets you share saved views with only the people who need to see them, reducing clutter and ensuring the right teams see the right data.

When saving a view (filters, columns, groupings, etc.), you can now control who gets access:

• Private: Keep the view just for yourself.

• Everyone: Share it across your organization.

• Specific users and groups: Choose exactly who can see the view.

This update helps streamline dashboards and workspaces; especially for large teams managing multiple roles, departments, or customer segments.

Where You Can Use This

This feature is available anywhere you can save filters and views in Rocketlane. That includes:

• Project list views

• Tasks

• Time tracking

• Resource requests

• Invoices

• Any custom list-based modules

How to Share a Saved View

When Creating a New View

1. Apply your filters, columns, and grouping preferences.

2. Click Save View.

3. Under Visibility, choose:

   • Just Me

   • Everyone

   • Specific Users or Groups

4. Click Save.

Editing Existing Views

1. Open the saved view.

2. Click the three-dot menu (⋮) > Edit View.

3. Update the visibility settings.

4. Save your changes.

Note: Only the creator of a saved view can change its visibility. Other users will retain view-only access unless   shared explicitly.

Access and Permissions

All other aspects of view access—such as what data is visible within the view—are still governed by existing Role-Based Access Control (RBAC) permissions.

This means even if a view is shared with a group, users can only see the data they have permission to view.