Manage Shared Views and Tiles

Learn how Admins can manage shared Views and Tiles in Scratchpad

Updated this week

Admins can manage shared Views and Tiles in Scratchpad to help streamline processes, boost data hygiene, and eliminate unnecessary clutter.

Manage Shared Views and Tiles in Pipeline

For Views and Tiles that have been shared with you


  1. Navigate to Pipeline

  2. Select the View or Tile you'd like to edit

    • Views: Find shared Views under the Shared with me section within the Pipeline sidebar

    • Tiles: Find shared Tiles within the Expanded View in Pipeline

  3. Edit as desired! Learn more on customizing Views here, and Tiles here.

Manage Shared Views and Tiles in Role Designer

For Views and Tiles that are not shared with you


  1. Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage

  2. Select Role Designer under Workspace

  3. Choose the Role you'd like to manage (ex. Account Executive, SDR, CSM)

  4. Choose the Object you'd like to manage (ex. Opportunity, Account, Contact)

  5. Choose Create Tiles, Update Tiles, or Views to see existing shared content

  6. Select the ••• next to your desired Tile/View to surface the following options:

    • Open: Edit the Tile/View in Pipeline

    • Owner: Reassign the Owner of a Tile/View

    • Delete: Remove the Tile/View completely


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