Create and Manage User View Management

You can create customized user views in Demandbase to define default settings for individual users or groups of users. User views help provide a consistent experience by controlling which information, filters, and layouts users see by default.

Users assigned to a view see the settings configured for that view. If a user changes their settings, their changes take precedence over the view's default settings.

Understand Where User Views Apply

View Management controls default settings in the following areas:

• Demandbase One for Marketing: Default settings across the platform, including Quick Cards.
• Snapshot Emails: Default heatmap settings.
• Demandbase One for Sales Homepage: Default Account List and Journey Funnel.
• Demandbase One for Sales Web App: Default filters and date ranges on the Engagement page.

Prerequisites to Create User Views

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• Users must already be created in Demandbase before you can assign them to a view. See Manage Users and Roles.

Create User Views

1. From the left navigation bar, go to Settings > User Management > View Management.
2. Click Create New.
3. In the Create New View window, enter a Name for the view
4. Click Create View.
5. Click the Configuration tab.
6. Configure the default settings using the following tabs:
   • General: Select the default homepage, list, saved filter, date range, account metric source, Journey Funnel, Analytics dashboard, and predictive scores. Refer to the following screenshot to see how each of these options appear in the platform.
     Tip: The account metric source determines the engagement number displayed in the blue bubble next to an account name.
     
   • Analytics Detail Fields: Select the fields displayed in the detail views for individual Accounts, People, and Opportunities in Analytics. Refer to the following screenshot to see how this option appears in the platform.
     
   • Columns: Select the default columns displayed in Accounts, Activities, People, Opportunities, and Site Analytics tables. Refer to the following screenshot to see how this option appears in the platform.
     
   • Heatmaps: Select the fields displayed in the rows and columns of heatmaps on the Engagement and People pages, CRM iFrame, and Snapshot Emails. You can also set the maximum number of rows displayed by default in Engagement, People, and CRM iFrame heatmaps. Refer to the following screenshot to see how this option appears in the platform.
     
   • Quick Filters: Select up to three default quick filters for the Dashboard, Engagement, Site Analytics, Intent, Journeys, Accounts, People, Opportunities, and Program Impact pages in Analytics. Refer to the following screenshot to see how this option appears in the platform.
     
   • Database Fields: Select the fields displayed on the Fields tab for individual Accounts, People, and Opportunities in Database. Refer to the following screenshot to see how this option appears in the platform.
     
7. Click Save.

Assign Users to a User View

1. From the left navigation bar, go to Settings > User Management > View Management.
2. Click the Assigned Users tab.
3. Click Assign Users.
4. In the Assign Users window, select one or more users in the left menu. 
5. Click the right arrow icon to assign the selected users to the view.
   Tip: To remove users from the view, select them in the right menu and click the left arrow icon.
6. Click Save.

Outcome of Creating and Assigning a User View

Users assigned to the view see the configured settings by default. Any settings they customize individually take precedence over the view's default settings.

To verify the configuration, assign yourself to the view and refresh your browser. Confirm that the configured settings appear as expected.