Shared Lists

Shared Lists let you share a curated, read-only view of your items with people outside your organization — clients, contractors, or advisors — through the Customer Support Portal. Recipients sign in to the portal to see the list, so you always know who is looking.

A Shared List is built on top of DevStride's saved views. It is a saved view whose visibility is set to Visible to portal customers, with an audience of either every portal company or a chosen few.

Common use cases

• Share a list of active support issues with a client.
• Give a customer a live view of the deliverables you owe them.
• Provide external collaborators an up-to-date view without a DevStride seat.

Before you start

Sharing a list is an Items module feature:

• The share option appears only in the Manage Items module. Other modules — Boards, the Map, the Roadmap, My Work, and Analytics — offer a Views button for saving internal views, but not portal sharing.
• The Visible to portal customers option is shown to organization Admins.
• Your recipients reach the list through the Customer Support Portal, so Service Desk must be enabled and the people you're sharing with must be requesters of a company with portal access.
• You must apply at least one customization — a filter, column change, or sort — before you can save a view. Until the current view differs from the base view, the save control stays disabled with the tooltip "Apply filter(s) to save this view."

Share a list

1. Open the Items module from the sidebar to open Manage Items.
2. Use the filter and control bar to shape the list you want to share.
3. Save the view.
4. In the Save view dialog, enter a Name and an optional Description. The name is what your customers see.
5. Under visibility, choose Visible to portal customers.
6. Under Portal audience, choose who sees it:
   • All companies — Visible to signed-in requesters of all portal companies.
   • Specific companies — Visible to signed-in requesters of the selected companies. Pick the companies from the list.
7. Click Save view.

What your customers see

A signed-in portal customer finds shared lists under Shared lists in their portal. They see only lists shared with their company — never another customer's.

The list is strictly read-only: they can browse and open items to see a read-only detail view, and they never see the rest of your workspace.

Changing or revoking access

Because the audience is a property of the saved view, you change who can see a list by editing the view:

• Narrow it by switching from All companies to Specific companies, or removing a company.
• Revoke it entirely by changing visibility back to Visible only to you or Visible to coworkers.

Access is re-checked on every portal request, so a change takes effect immediately — you don't wait for anyone's session to expire. Revoking a requester's portal access, blocking them, removing them from their company, or disabling Service Desk all cut off their access to shared lists at the same moment.

What happened to my public links?

Public view links are retired. Anyone opening an old link sees:

This shared link has been retired

Public view links are no longer available — views are now shared securely with signed-in audiences instead of public links. Ask the person who shared this link with you for a new one.

The page is deliberately inert: it ignores the link's token, makes no network request, and reveals nothing about your organization or the view that used to be there.

To restore access, open the view, set its visibility to Visible to portal customers, choose the audience, and make sure your recipients are requesters of a company with portal access. If you own views that were publicly published, DevStride can send you a one-time digest listing them so you can republish each one — your administrator arranges when that goes out.