Share View

Once the view has been saved, it can be shared with any other room user. This is particularly useful when a new team member is brought on, as they may not be familiar enough with Trial Interactive to easily find the necessary information via the Grid.

To share the view, follow the steps below.

1. Open the View menu at the top-right of the Grid and select the Share View option. This opens the Share window.
   
   
   
2. Choose users or groups of users from the list at the left. Move these users to the right-hand panel by clicking and dragging or by hovering over the listing and using the + symbol at the right side of the line.
3. Click on the Share button.