> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/crm-and-sales-management/contact-filtered-view-permission.md).

# 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."*

***

### 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.

***

### 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).     |

{% hint style="info" %}
The default access type for newly created views is **Accessible to organization**.
{% endhint %}

***

### 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.                                       |
|           |                                                                                                                          |

{% hint style="info" %}
When a view is created, the creator is automatically given the **Admin** role.
{% endhint %}

***

### 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.

***

### 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.

***

### 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.

***

### 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.


---

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