ConnectWise has introduced an exciting new feature that many users will appreciate: the ability to restrict shared views.
For ConnectWise Partners using Streamline IT, especially those managing multiple entities or divisions, this feature is a game-changer. Without it, all shared views would be visible to every user in your system. Here’s why this matters:
In the previous version, shared views were accessible to everyone, with no option to limit visibility.
Original Shared View:
The latest update introduces the ability to restrict Shared Views based on the type of view being used, offering options such as Locations, Departments, and Boards in a Service Board View.
For clients using Streamline IT, this feature ensures they no longer have access to your Shared Views. Additionally, for companies managing multiple entities within ConnectWise PSA, Shared Views can now be restricted to prevent confusion across teams.
Service Board Shared View:
Company Shared View:
At Visionary 360, we’re excited about this new enhancement and the added control it provides. We’re confident you’ll find it just as valuable in streamlining your processes and improving efficiency.
