Contact Filtered View - Permission

What is a Contact Filtered View?

A Contact Filtered View is a saved set of filters applied to your contacts list. Each view shows only the contacts that match its filter criteria, making it easy to work with specific segments of your contacts (e.g., "Leads in Europe", "Customers on Pro plan").

Who Can Create a Filtered View?

Only organization admins can create new Contact Filtered Views.

If you are not an organization admin, the + (create) button in the CRM sidebar will be disabled. Hovering over it will show the message: "Only organization admins can create filtered views."

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Understanding Permissions on a Filtered View

Each Contact Filtered View has its own permissions, separate from your organization-level role. These permissions control who can see and use the view, and what they can do with it.

How to Open Permissions

1. In the CRM sidebar, hover over a Contact Filtered View.

2. Click the ··· (settings) menu next to the view name.

3. Click Permissions.

This opens the Permissions modal for that view.

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Access Types

The access type controls who can discover and join the view.

Access Type	Who can access it
Private	Only members you explicitly invite. The view is hidden from everyone else.
Accessible to organization	Any member of your organization can find and join this view (default).

The default access type for newly created views is Accessible to organization.

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Member Roles

When you add someone to a Contact Filtered View, you assign them a role. Roles control what that person can do within the view.

Role	What they can do
Admin	Full control — can manage permissions, rename the view, change its icon/color, import/export contacts, and edit filters.
Edit	Can use the view, apply and adjust filters, and edit contact data within the view.

When a view is created, the creator is automatically given the Admin role.

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Adding Members

1. Open Permissions from the view's settings menu.

2. In the modal, search for a team member or group by name or email.

3. Select the person or group and choose their role.

4. Click Add.

The view will immediately appear in the added member's CRM sidebar.

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Removing Members

1. Open Permissions from the view's settings menu.

2. Find the member you want to remove.

3. Click Remove.

The view will be removed from that person's CRM sidebar immediately.

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What Happens When You Are Added or Removed?

• Added: The Contact Filtered View appears in your CRM sidebar automatically. No action is needed on your part.

• Removed: The view disappears from your CRM sidebar. You will no longer be able to access it unless you are re-invited.

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Key Rules to Remember

• Only organization admins can create new Contact Filtered Views.

• Only view admins (members with the Admin role on that specific view) can manage its permissions.

• Being an organization admin does not automatically make you an admin on every filtered view — you need to be explicitly added.

• Permissions are per-view. A person can have different roles on different filtered views.