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Applies to report grids with Views and Share view controls. Sharing a saved view makes its presentation available to another Risk Portal user. The shared settings include columns, grouping, sorting, and filters. Recipients still require separate access to the report, portfolio, and relevant market data.

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What is required before sharing?

  • A named saved report view containing the intended settings.
  • Sharing permission for that view.
  • The recipient’s existing Risk Portal username or email address.
  • Recipient access to an applicable report using the same report definition.
Save pending presentation changes before sharing. Sharing uses the saved version and does not automatically save current edits. Review saved filter values before making the presentation available to others.

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How to share with an existing user

  1. Open the report containing the saved view.
  2. Select Views beside the grid.
  3. Select the named view.
  4. Select Share view. Share Settings opens for that entry.
  5. Select Add User. The Invite Someone dialog opens.
  6. Enter the recipient’s username or email in Username or Email.
  7. Select Confirm.
Verify that the intended recipient appears in the permission list with Read selected. New recipients initially receive Read access to the view. The action does not send an invitation email or create a public report link.
  1. Select Close after checking the displayed permissions.
Use the existing recipient row for later permission changes. Adding the same user again resets that user’s direct grant to Read only.

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How does the recipient open the view?

  1. Open an accessible report using the same report definition.
  2. Select Views.
  3. Select the shared view’s name.
Verify that the intended presentation is applied. Available data remains subject to the recipient’s own report and portfolio permissions. The shared presentation does not guarantee identical visible rows or values.

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What do the permission controls allow?

Checkbox changes are submitted immediately. Wait for the permission list to refresh and verify the resulting values. Closing the dialog does not discard successful permission changes. Grant Write only when changes to the shared presentation are intended. Those changes affect the saved view used by other authorized recipients.

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How to remove a direct user grant

  1. Open Share Settings for the saved view.
  2. Locate the intended user’s permission row.
  3. Clear Read.
Verify that the user’s direct Read, Write, and Share grants are cleared after refresh. Access granted through the organization or other policies can remain. Removing this grant does not delete the saved view or revoke separate report-data permissions.

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What can prevent sharing or access?

Use Export to Excel when a workbook is required instead of a reusable presentation.