# Custom Views

Views let you save a specific list setup so you can quickly return to it later. A view captures your current list configuration (such as selected columns, filters, and sorting) and can be saved as a **Private View**, **Group View**, or **Company View**.

***

### Open the Views panel

1. In the list or grid toolbar, click the **Views** selector.

![](https://content.gitbook.com/content/UXBUSBEFFjS09JYc1Hu5/blobs/S6LIoFHED1N193xtDx5b/image.png)

***

### Select a View

Select a view from one of the sections:

* **System Default**
* **Private Views**
* **Group Views**
* **Company Views**

The selected view is marked with a **checkmark** on the right side of the row.

![](https://content.gitbook.com/content/UXBUSBEFFjS09JYc1Hu5/blobs/5CLV7SuSRMATib6LdmZA/image.png)

**Notes:**

* **System Default** resets the list to the default configuration.
* If no view has been selected for a list yet, the system automatically applies the first available **Group View** from one of the user’s groups.
* **Editing and permissions:** Update columns/filters/sorting as needed. Only **Administrators** can edit or delete any view; other users can only edit or delete views they **own**. Use **Save** to update the current view (when allowed), or **Save as New View** to create a new view based on your changes.
* **Deleting views:** When a view is deleted, users currently using it are switched back to **System Default**.

***

### Save as New View

Use this when you want to save your current list setup as a new view.

1. Configure the list the way you want (columns, filters, sorting).
2. Click the **Save as New View** button.
3. In the **Save as New View** modal:

* Enter **Name** (required)

Under **This view is**, choose one:

* **Private View**: Only you can access and use this view.
* **Group View**: Available to users in the selected security group(s).
* **Company View**: Available to all users in the company.

4. Click **Save** to create and apply the view.

![](https://content.gitbook.com/content/UXBUSBEFFjS09JYc1Hu5/blobs/euOQewCAxOaz6BJ811j0/image.png)

**Notes:**

* Only users with the **Views Contributor** role can create **Group** and **Company** views. Administrator group has this by default, but it can also be set to other groups.
* Users without this role will have the group and company option disabled in the UI.
* Attempting to create Group or Company views via API without the required role will result in an authorization error (e.g., 403 Forbidden).
* All users can still create **Private Views** and use existing shared views.


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