# Manage shared filters and the default Operator Line view

When the team is large, personal setups start to diverge. One operator has a useful filter; another never sees it. Table columns differ everywhere. This guide shows how to publish a filter for a chosen audience from one place. You can also set a role’s default menu and default table columns.

## When you need it

- You want a useful filter to appear not for every operator, but for a chosen role, skill group, or a few specific people.
- New operators in a role should see the right folders and filters in the menu from day one.
- You need to set which appeal table columns are visible by default for a role or for a specific bot.

## What to know

- This is a separate layer from a personal filter with **Make public**. Here you pick an exact audience: roles, skill groups, or individual operators — not only “everyone” or “only me”.
- A shared filter moves through **Draft → Published → Archived**. Operators do not see it until it is published. Edits to an already published filter do not reach them until **Publish changes**.
- The role default menu and default columns are the **starting state for new operators** and for **Reset to role settings**. They do not rebuild personal settings of operators who already changed something themselves.
- The page uses ordinary controls. It does not show role IDs or technical codes.

For the difference between a personal public filter and a shared filter, see [What are filters and why they matter](/en/operatorline/explanation/what-are-filters.md).

## Before you start

- [x] You are signed in as an administrator or a supervisor who can manage shared filters.
- [x] You know who the filter is for, or which default menu or column set you need.

## Steps

### Open the settings page

1. Open **Settings** via `Menu -> Settings`.
2. In **Operator panel**, choose **Operator Line filters and view**.
3. The page opens with three tabs: **Shared filters**, **Role menus**, and **Columns**. If you do not have rights for a section, that tab is simply missing.

### Shared filters

1. Open the **Shared filters** tab. The list has search by name and description. Filter by status (All statuses / Draft / Published / Archived) and by audience (All audiences / All operators / Selected audience).
2. Click **Create filter**.
3. In the panel that opens, fill in:
   - **Name and description** — this is the text the operator sees in the menu.
   - **Filter conditions** — the same condition builder as in the Operator Line filter dialog.
   - **Who can see it** — choose **All operators** or **Selected audience**. For a targeted audience, fill at least one of: roles, skill groups, or individual operators. A match on any of them is enough.
   - **Initial placement** — **In the main menu** (looks like a folder) or **In saved filters**.
4. Click **Save draft** to keep it unpublished, or **Publish** if the filter is ready.
5. To change an already published filter, open it from the list and edit it. Click **Publish changes**. Until then, operators still see the previous version.
6. To remove a filter from operator menus, open it and click **Archive**, then confirm. An archived filter can be brought back with **Restore**. It becomes a draft again.

The lower part of the published-filter editor has a **Usage** block. It shows how many operators hid the filter personally.

### Role menus

1. Open the **Role menus** tab and pick a role in the search field.
2. Review the default-menu preview. Each item shows order, a visibility switch, and a type mark (System folder / Shared filter). A shared filter also has a **Role** mark.
3. To add a shared filter to this role’s menu, click **Add filters**. Find a published filter by name. Adding it assigns the filter to the role and puts it in the default menu.
4. Mark which system folder should open by default (**Open by default**).
5. For each added filter, choose next to it whether it should appear **In the main menu** or **In saved filters**. This applies only to filters assigned to this role.
6. Click **Save role menu**.

Filters available to all operators (no targeted audience) appear in a separate reference block **Available to all operators**. They are inherited automatically and are not edited here.

### Columns

1. Open the **Columns** tab and at the top choose the appeal type — **Dialogs** or **Tickets**.
2. If needed, narrow the list by column name. Or pick a specific role or bot to see only their settings.
3. Each column has two fields where you can pick several values: **Visible by default for roles** and **Visible by default for bots**. Add or remove roles and bots. A short summary under the field shows who the column is hidden for.
4. Changed sets are highlighted. A bar at the bottom shows **Unsaved presets: {count}**, with **Discard changes** and **Save visibility**. Click **Save visibility** to apply.

This is a default table view, not an access limit. An operator can still show or hide any column personally. Personal settings take priority.

## What happens next

Published filters appear in the menus of the selected audience. A saved role menu becomes the default for new operators in that role and applies on **Reset to role settings**. Saved column sets become the default table view for the chosen roles and bots.

## How to confirm it worked

- In **Shared filters**, check that the filter status is **Published** and the **Audience** column is correct.
- Ask an operator with the matching role to reload the page and confirm that the filter or folder appeared in their menu.
- On the **Columns** tab, check that the summary under the field matches the expected list of roles or bots.

## Other ways

- To show a filter to all operators without a targeted audience and without a draft state, use **Make public** when creating a regular filter — see [Create a filter](/en/operatorline/how-to/create-filter.md).
- An operator or supervisor can still change the order and visibility of folders for themselves without this page — see [Manage folders](/en/operatorline/how-to/manage-folders.md).

## Related

- [What are filters and why they matter](/en/operatorline/explanation/what-are-filters.md)
- [Create a filter](/en/operatorline/how-to/create-filter.md)
- [Manage folders](/en/operatorline/how-to/manage-folders.md)
- [Reorder folders](/en/operatorline/how-to/reorder-folders.md)