# Sharing views and locking settings

Share views with everyone or with chosen people, lock view settings so everyone sees the same thing, and use the edit lock.

Language: en
Canonical: https://support.sitedrive.com/en/kb/sharing-views

Users with the **Schedule** or **Site** right decide which views each person gets as tabs, and which settings in a view are fixed for everyone. This lets you give a foreman a simple floor-level Takt filtered to their team, while planners keep full control. Sharing and locking never change schedule data; they only change what people see.

## Before you start

-   Sharing views and changing view settings needs the **Schedule**, **Site** or **Account admin** right. See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles).
-   Other users see exactly the views shared with them, as tabs. They can't close these tabs or open views that aren't shared with them.

## Share a view

1.  Click **+** (**View selection and management**) in the header.
2.  Hover over the view and click **Share view**. You can also right-click the view's tab and choose **Share…**.
3.  In the **Sharing** popover, choose who gets the view:
    -   Tick **View always open for everyone** to give every user of the schedule a pinned tab.
    -   Or search in **Type name, team, email to find** and tick individual people.
4.  Check the summary at the bottom, for example _3 people get a tab for this_.
5.  Click outside the popover to close it. Changes are saved straight away.

![The Sharing popover with View always open for everyone and the people search](https://support.sitedrive.com/media/help/guide/sharing-views/01-share-view-dialog.webp)

In the view list, the icon on each row shows how the view is shared: with everyone, with some people, or not shared (only Schedule and Site users see it).

### Pin a view for everyone

A view that is always open for everyone is **pinned**: every user sees it as a tab with a pin icon, in the same order, and nobody can close it. A quick way to pin or unpin is to right-click the tab and choose **Share to all** or **Unshare from all**.

At least one view must stay shared with everyone, so the last pinned view can't be unpinned.

### Share by link

Every view has its own web address. Copy it from your browser's address bar and send it to a colleague. It opens the same view for anyone who has access to it.

## Lock view settings for everyone

View settings control how a view looks and what it shows. Each setting can be **locked** or **unlocked**:

-   **Locked** – the value you save applies to everyone. Other users see the control greyed out with **Locked in view settings**.
-   **Unlocked** – each user makes their own choice, and it is saved for them.

To change view settings:

1.  Open the view.
2.  Click **View settings** at the far left of the toolbar, or right-click the tab and choose **View settings**.
3.  Change the settings you need. The view previews your changes.
4.  Click the padlock next to each setting you want to lock.
5.  Click **Save**. **Cancel** discards your changes.

![The View settings dialog for a Takt view, with filter rows and padlocks](https://support.sitedrive.com/media/help/guide/colouring-and-display/04-view-settings.webp)

The dialog contains:

-   **Visualization** – the view type. It can't be changed for the main Gantt.
-   **Name** – the view's name.
-   **Display** settings, which depend on the view type, for example **Location order**, **Focus view**, colouring and progress line.
-   **Content & details** – **Hierarchy filters**, **Team filters**, **Work section filters**, **Space filters** and **Status filters**, **Add filter lock** for other fields, and **Show holidays**, **Show timeline notes**, **Show deadlines**, **Starred deadlines** and **Resource histogram**.
-   **Duplicate** – makes an editable copy of the view. Not available for the main Gantt or Takt views.

### Example: a team view for a subcontractor

1.  Create a Takt view at floor level. See [Views as tabs](https://support.sitedrive.com/en/kb/views-as-tabs).
2.  Open **View settings**, set **Team filters** to _Electrical_ and lock it.
3.  Set **Focus view** to a few weeks around today and lock it.
4.  Click **Save**.
5.  Share the view with the electrical crew.

## Use the edit lock

The edit lock is a personal safety switch, not a sharing setting. Turn it on when you only want to look at the schedule, for example on a meeting-room screen, so a stray click or drag can't move work.

-   Click the padlock buttons in the toolbar to switch between **Editing unlocked (limited by your access level)** and **Editing locked (to prevent accidental edits)**.

![The toolbar with Editing locked turned on](https://support.sitedrive.com/media/help/guide/site-screens/01-editing-locked.webp)

The edit lock only affects you, in the current view. It doesn't stop anyone else from editing. A schedule that is read-only, for example on an archived site, is always locked.

## Good to know

-   Locked filters can't be cleared by other users. They can still add their own filters on top.
-   Settings you leave unlocked are personal and follow each user between computers.
-   Deleting a view never deletes schedule data.

## Related

-   [Views as tabs](https://support.sitedrive.com/en/kb/views-as-tabs)
-   [Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)
-   [Colouring and display options](https://support.sitedrive.com/en/kb/colouring-and-display)
-   [Site screens](https://support.sitedrive.com/en/kb/site-screens)
-   [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles)