Create and Manage User Views (View Management)

You can create customized views of Demandbase and assign them to different users or groups of users. Users assigned to a view see the settings defined in the view by default. If a user changes their settings, the change takes precedence over the settings defined in the view.

View Management impacts the user view in the following areas:

• Demandbase One for Marketing (including Quick Cards)
• Snapshot Emails
• Demandbase One for Sales Homepage > Default Account List and Journey Funnel
• Demandbase One for Sales Web App > Engagement > Default Filters and Date Ranges

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

• Users must be created in Demandbase before you can assign them to views. See Manage Users and Roles.

Steps

1. From the left navigation bar, go to Settings > User Management > View Management and click Create New.
2. In the Create New View window, enter a Name for the view and click Create View.
3. Click the Configuration tab.
4. Configure the view options in the following tabs:
   • General: Select the default homepage, list, saved filter, date range, account metric source, Journey Funnel, Analytics dashboard, and predictive scores to use for the view. Refer to the following screenshot to see how each of these options appear in the platform.
     The account metric source is used to calculate the number that appears next to the account name (in the green bubble) to show the account's engagement.
     
   • Analytics Detail Fields: Customize the fields displayed for the individual Account, Person, and Opportunity details in the Dashboard. Refer to the following screenshot to see how this option appears in the platform.
     
   • Columns: Select the default columns for 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 to use for the rows and columns for the heatmap in the Engagement page, People page, CRM iFrame, and Snapshot emails. You can also set the maximum number or rows to display by default in the 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 filters for the Dashboard, Engagement, Site Analytics, Intent, Journeys, Accounts, People, Opportunities, and Program Impact pages in the Analytics section. Refer to the following screenshot to see how this option appears in the platform.
     
   • Database Fields: Select the fields to display for the Fields tab of individual Accounts, People, and Opportunities in the Database section. Refer to the following screenshot to see how this option appears in the platform.
     
5. Click Save. 
6. To assign users to the view, click the Assigned Users tab, and do the following:
   a. Click Assign Users.
   b. In the Assign Users window, select one or more users in the left menu and click the right arrow icon.
   Tip: To remove a user, select them and click the left arrow icon.
   
   c. Click Save.

Outcome

To verify that the view is configured correctly, add yourself as an assigned user and refresh your browser to see the changes.