Permissions and Custom Views

Note: Administrators have the Manage Custom Views permission which gives them the ability to manage and share custom views for all applications that support custom views (except the Task List).

Several layers of permissions interact to determine your options for customizing application views.

Enterprise Roles / Workspace Roles
Your enterprise role and related permissions determine:
Your access to native applications and your ability to create custom views for those applications.

By default, a role with access to an application also includes the Create Custom View permission for that application.
Your access to enterprise dynamic applications and your ability to create and manage custom views for those applications.

By default, a role with access to an enterprise dynamic application also includes the Manage Shared Custom Views permission for that application.
Your workspace role and the permissions associated with any workspace-level dynamic application determine:
Your ability to create and manage custom views for dynamic applications in workspaces.

By default project managers and team members in workspaces have permission to create and to share custom views for workspace dynamic applications. (Your dynamic applications may be configured differently.)

Who created the view and how it was distributed
If you created a view, you can edit it or delete it.
If the view was distributed to designated users, those users can edit and delete the views (if they have appropriate permissions)
If the view was distributed by enterprise role, users with those roles have access to the view but cannot edit or delete the view. With the appropriate permissions they can save a personal copy which they can edit and delete.

How Dynamic Application Custom View Permissions Interact

For enterprise dynamic applications, there are 2 levels of permissions related to custom views:

Permissions set for the application at the enterprise role level

These control what a user can do with custom views at the global tab level. If a role has Create Custom View permission, a user with that enterprise role will be able to create custom views from the global tab. If a role has Manage Shared Custom Views permission, a user with that role can create and share views.
Permissions set for workspace-level roles in the dynamic application itself

These control what a user can do with custom views at the workspace level.

If permissions for the same application are greater at the enterprise role level, the enterprise role permissions take precedence.