Current Problem

• Only two extreme permission levels exist:
  • Viewer (read-only, cannot save views)
  • User (full edit rights to everything)
• No middle-ground option for users who need to customize views but shouldn't modify the plan structure

Proposed Solution

Create a new "View Manager" role that can:

• View plans (read-only)
• Create and save personal views
• Customize filters and layouts
• Cannot modify plan structure or settings

Benefits

1. Users can personalize their views without risking plan integrity
2. Reduces administrative overhead
3. Improves team collaboration
4. Maintains the security of core plan settings

Success Metrics

• New role successfully allows view customization
• Core plan structure remains protected
• Simplified permission management
• Better user experience

This provides the necessary middle ground between read-only access and full edit rights, meeting both user needs and security requirements.