📙

Share a saved view

Documentation

‣
Getting Started
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What is Orbit?
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Understanding the Orbit Model
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Orbit Glossary
‣
Workspaces
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Create an Orbit workspace
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Invite a teammate
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Enable SSO (Single Sign-On)
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Demo mode
‣
Programs
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Intro to Programs
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Create a Program
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Import a CSV of Applications
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Collect applications via a Web Form
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Connect third-party forms to receive new submissions to Program
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Review and Manage Applications
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Onboard Program Members
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Collect Contributions from your Members
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Manage Program Settings
‣
Members
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Intro to members
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View an individual member
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Preview a member
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Explore members via the members tab
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Add a member
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Edit a member
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Merge duplicate members
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Delete a member
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Add a tag to a member
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Add, edit, and delete notes on a member
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Add an activity to a member
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Mark profile as a teammate
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Send member to a webhook
‣
Activities
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Create an activity type
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Intro to activities
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Organizations
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Intro to organizations
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View an individual organization
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Identify an organization as a customer
‣
Reports
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Create a custom dashboard
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Drill down into reports
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Quickly build an activities chart
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Understanding sentiment analysis
‣
Automations
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Automations [deprecated]
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Webhooks
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Set up a manual webhook
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Workflows
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Slack notifications
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Set up an automated webhook
‣
Productivity
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Member lists
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Tags
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Manage tags
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Create a saved view
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Share a saved view
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CSV import for members and activities
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Using filters on the members tab
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Using filters on the activities and reports tabs
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Keyboard shortcuts
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Search
‣
Integrations
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All possible data integrations with Orbit
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DEV integration
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Discord integration
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Discourse integration
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GitHub integration
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HubSpot integration
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inSided integration
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LinkedIn integration
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Reddit integration
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Salesforce integration
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Slack integration
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Stack Overflow integration
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Twitter integration
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Twitter keywords integration
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YouTube integration
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Zapier integration
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Twitter DMs integration
‣
Tools
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Orbit API
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Export workspace data
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Delete workspace data
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API tokens
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Community Search
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Orbit Browser Extension
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Embeds
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Slack App
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Stripe Dashboard application
‣
FAQ
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How are historic Discord imports handled after initial set up?
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How can I filter members to only see those with notes added?
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How does member enrichment work?
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Is test data available to try in Orbit?
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What activities are tracked by each integration?
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What can I do if I imported a CSV with incorrect column headers?
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What's the difference between Activities and Tags?
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Why am I no longer designated as a teammate?
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Why are there differences between member counts on Orbit and Discord?
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Why can't I see the Plug & Play integrations?
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Why is my CSV file not importing?
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Will uninstalling an integration remove activities from Orbit?
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How is the new members table different from the old members table?

Share a saved view

When you create a new saved view, you can select between Personal and Shared.

The Saved View creation modal
The Saved View creation modal

If you choose Shared, your collaborators will now be able to see and select this saved view on this workspace:

Views shared by collaborators will appear under the Shared section
Views shared by collaborators will appear under the Shared section

You can freely change a saved view from Personal to Shared (or the other way around) in the Edit View menu:

image

A few things to note:

  • Collaborators cannot edit, or delete, shared saved views—only their original author can. Collaborators can, however, duplicate it as one of their own personal saved views.
  • Your shared saved view is not public. It is only accessible by the collaborators in your Orbit workspace.
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