Protect a View

Made the perfect view and want to prevent any accidental changes? Protect a view to preserve your view settings and preferences!

Protected views are a Business Plan feature. Reach out to us today to start a free trial!

Protecting a view locks the following settings and preferences from being changed:

1. Filters

2. Sorting

3. Columns

4. Grouping

5. View settings

6. Collapsed groups

These are all protected until an authorized user unprotects the view.

How to Protect a View

1. Click on the ellipses ... next to a view

2. Flip the toggle for "Protect View"

3. Add a message explaining why this view is protected (optional)

4. Note: This message is displayed when users attempt to unprotect the view

5. Click Protect Layout

Note: You can protect both personal views or views that are public to everyone in your Workspace!

How to edit permissions

Permissions specify who can and cannot unprotect the view and make changes.

1. Click on the ellipses ... next to a view

2. Click on Edit permissions under Protect view OR click on Sharing and Permissions

3. Set the can unprotect or can't unprotect permissions for the users in your Workspace

Note: By default Admins and Owners can unprotect views and Members cannot unprotect a view. Guests can never unprotect views.

How to Edit a Protected View

In order to make changes to a protected view, a user with permission to unprotect the view must:

1. Click on the ellipses ... next to a view

2. Click on the protect view toggle to turn it off

3. Click on Unprotect view when prompted

4. Make their desired changes to the view

5. Save their changes

6. Flip the toggle to protect the view again (optional)

Note: Users who can create views are able to duplicate protected views as a new personal view and make adjustments to their personal view instead!

Have suggestions for improving Protected views? Let us know here!