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Admin Guide

Admin Guide / Organization Settings

Propagating Views

Create org-wide views and propagate them to new or existing users

Use propagated views to standardize columns, filters, and sorting across your team. Admins can make a view org-wide, roll it out to new users, and add it to existing lists.

Make a view org-wide

Open the view you want to share, then locate Make org-wide in the view options.

Choose how the view is propagated

When you make a view org-wide, you can choose one or both of these options:

  • Create this view for every new list\ New users and newly created lists automatically get this view. Future updates to the view also propagate.

  • Add to existing lists\ Add the view to all existing lists, or to a selected set of users. Future updates to the view also propagate.

Add a shared view manually

Any user can also add a shared view manually. To do this, click + in the views bar and select the shared view.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.