# Views

#### What Are Views?

Views allow you to capture and revisit specific states of your scenario. They help you:

* Track changes made to the structure
* Compare current updates with the original (base) version
* Save configurations for future use

#### Accessing Orgchart Views

To access Orgchart views:

1. Navigate to the **Orgchart** **module**
2. Navigate to the **left toolbar**
3. Click on **Views**

Here, you will see:

* The **Base View** (original state)
* Any **changes** that have been made

The system highlights differences, making it easy to identify what has been modified.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FaoPhT2GEdurRLgRUvOFY%2Fimage.png?alt=media&#x26;token=97c93fa5-5ddd-4d24-b34d-f2467cd83c25" alt=""><figcaption></figcaption></figure>

#### Accessing Directory Views

To access Directory views:

1. Navigate to **Directory module**
2. Navigate to the **left toolbar**
3. Click on **Customize table** and save a view first
4. Then, click on **Views** from the **left toolbar** to access your saved views

Here, you will see:

* **All columns** (original state)
* Any **new views created**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FTp3wQKnv9C74AKhpCSRs%2FScreenshot%202026-03-26%20at%202.49.12%E2%80%AFPM.png?alt=media&#x26;token=ca1b765f-39e3-45b5-b0bc-7735a3d6e823" alt=""><figcaption></figcaption></figure>

#### Saving an Orgchart View

If you want to preserve your current scenario setup:

1. Click on **Save Current View**
2. Enter a name (e.g., *Global View 1*)
3. Save the view

This allows you to return to this exact configuration later.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2F5mQvQKpejtVCQ16zyz6N%2Fimage.png?alt=media&#x26;token=25c76941-c5de-43b0-aee5-156070906e5c" alt=""><figcaption></figcaption></figure>

#### Saving a Directory View

If you want to preserve your current directory setup:

1. Go into **Customize table**
2. Click on **Save as global view**
3. Enter a name (e.g., *Global View 1*)
4. Save the view

(**Note:** Only admins can set global views)

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FOzMf3tNpyjSJdViAJVS3%2FScreenshot%202026-03-26%20at%202.49.26%E2%80%AFPM.png?alt=media&#x26;token=94cb8908-9569-420a-ad51-10423d83fa3e" alt=""><figcaption></figcaption></figure>

#### Sharing Views with Others / Global Views

If you want your view to be accessible to other users:

* Select **Save as Global View** when saving

Once saved:

* The view will appear under **Global Views**
* Other users with access to the main org & scenario can also see and use it \
  (**Note:** Their access scopes will apply, if the user doesn't have access to a particular field inside a view - it won't show up for them)

#### Access Control Considerations

Visibility of global views depends on user permissions. Only users with the appropriate access rights will be able to view and interact with shared views.
