Bookshelf v7.7: About Using the Visibility Filter in Lists

The visibility filter, which appears in list headers, lets you access a set of records filtered based on visibility, such as My Accounts, My Team's Accounts, and so on.

Suppose you need to query for information about an account. However, the account is not owned by you. The default visibility filter for the Accounts screen is My Accounts, which displays only your account records. To perform a query on every account record in the system that you have access to, you use the visibility filter to choose the All Accounts filter. You can then see all the account records that you have access to in the system.

Table 4 provides explanations for each value in the visibility filter. The Accounts screen is used as an example, but these filters can appear in any screen. You may not see some filters shown in Table 4, depending on your responsibilities.

NOTE: My views show the active login name in the Team field if it appears in the view. All views, on the other hand, show the login name of the primary team member in the Team field, if it appears in the view.

Table 4. Visibility Filter Values
Filter	Description
My Accounts	All the items that appear in this view are specific to you. You are the only one who can see these items, unless you are a member of a team that has access to them.
My Team's Accounts	This is typically a manager's view. It allows a manager to look at the items belonging to that manager's team. For example, a manager could select the My Team's Accounts visibility filter and see all the accounts that each team member is currently working on.
All Accounts	This allows you to see every account in the database to which you have access.
All Accounts Across Organizations	This view is for companies that have partnerships with other companies. It allows a user with the appropriate responsibilities to see all of the accounts in all of the companies.