How to Edit, Preview, Deactivate, and Share an Existing Private View and Invite Collectors by Email

Overview

Private Views are curated artwork collections you edit, preview, and share with collectors over time — one presentation you keep current instead of rebuilding the selection each time.

• Who it’s for — sellers such as artists, galleries, and advisors who manage ongoing collector relationships.
• What you can do — edit a view’s details and artworks, preview it, invite collectors by email, and save or publish your changes.
• What collectors see — the view name, description, artworks, and prices (when shown); the ACTIVE/INACTIVE label is visible only to you.
• What you end up with — a live view collectors can open, plus a record of who was invited.

The Active toggle and Publish view control whether a view is ACTIVE — anyone with the link can open an active view. Your plan caps how many active views you can have (Free 1 lifetime, Pro 3, Growth 10, Premier unlimited).

Before you start

• A Cohart seller or advisor account with Private Views in the sidebar. After sign-in you land on Inventory, then you open Private Views from there.
• At least one private view to manage. To make your first one, follow How to Create a Private View, then return here to edit, preview, and invite.
• Your plan’s active-view cap in mind. Free allows 1 lifetime, Pro 3, Growth 10, Premier unlimited; extra views are deactivated automatically when you exceed it.
• Invitees ready before you open the invite dialog. Contact emails, groups, Cohart users, or new addresses — the dialog merges overlapping contacts and groups so each invitee receives one email, and shows an estimated recipient count to review before you click Send.
• Know what writes data before you click. Save and Publish view store your edits, Duplicate and Delete change your collection permanently, and Send emails real collectors — review the recipient list before you send.

Steps

1. Sign in to Cohart

Sign in with your email address and password, or use Google or Apple.

2. Open Private Views from the sidebar

After signing in, you land on Inventory. In the left sidebar, click Private Views.

The sidebar also offers Home, Profile, Messages, Link in bio, AI Gallery, Custom Website, Events, Artist Management, Contact Management, Marketing Email, Promotions, Refer & earn, Artwork Views, Manage Plan, and Financial Accounts.

3. Review My Private Views

Read the Private Views page — it opens with the line Create, share, and explore curated artwork collections through Private Views. Stay on My Private Views with ACTIVE selected, then find the view you want to manage.

• Each card shows Date created and # of Artworks.
• Click Create private view to start a new one.
• Use ACTIVE and INACTIVE to filter by status.
• Click Shared with Me to see views others sent you.
• Use the page numbers at the bottom to browse more views.

4. Open the manage menu and choose Edit private view

Click the three-dot menu on the view’s card, then click Edit private view.

The menu also offers See all Invitations, Duplicate private view, Deactivate private view, Delete private view, Share QR code, Share via Cohart, Share via Email, and Copy link to private view.

Do not click Delete private view unless you want to permanently remove the view.

5. Edit the view name, description, and status

Read the Edit Private View heading (the section reads PRIVATE VIEW INFOMATION on the page). Edit the text in PRIVATE VIEW NAME*. Edit the text in DESCRIPTION. Use the Active toggle at the top to activate or deactivate the view.

Do not click Save or Publish view until you have reviewed all changes.

6. Choose artworks under SELECT ARTWORK

Scroll to SELECT ARTWORK.

• Click My Artworks, From Artists I Represent, or All Artworks to change the source list.
• Type in Search to find an artwork by title.
• Check the Selected panel to see how many artworks are in the view (for example 1 artwork).
• Each artwork row links to its artwork page and profile; sold works show SOLD.

7. Preview the collector-facing view

Click Preview. Read the preview dialog showing the view name, ACTIVE status, and artworks. Close it with the X to return to editing.

The preview shows the currency selector (for example 🇺🇸 USD) and Powered by COHART at the bottom. The preview stays on the edit page.

8. Invite a collector by email: open Invite to Private View

Click Send at the bottom of the edit page. Read the Invite to Private View dialog. Click Type to search contact emails, groups, user on Cohart, or add new emails.

• The dialog notes: Selected contacts and groups will be automatically deduplicated. Each invitee will only receive one email.
• Click Preview Email to check the email.
• Click Cancel to close without inviting, or Close (X) at the top-right.

9. Add invitee emails and send the invitation

Type an email (for example you@example.com) in Search…. Click Add email you@example.com or pick a result under All contacts or All groups. Read Estimated total recipients: 1 invitee and click See Details to review. Click Send.

Matching results include (Cohart account) entries, (CRM Group) entries with contact counts, and (CRM Contact) entries. To remove a selection before sending, click Clear.

10. Save or publish your changes

Review the footer buttons on the edit page.

• Click Save to keep a draft.
• Click Publish view to make the view live.
• Click Preview to check again.
• Click Cancel to discard your changes and leave the view as it was.

11. Check Shared with Me and status filters

Go back to Private Views. Click Shared with Me. Read the empty state if you have no shared views.

If no one has shared with you, the page shows No private view available and Private views sent to you from art advisors or artists will appear here. On My Private Views, use ACTIVE and INACTIVE to filter by status.

Tips

• After signing in you land on Inventory. This is normal — open Private Views in the sidebar whenever you need it.
• A card title opens the public view. Clicking a card title (for example Example Private View) opens the public view; to manage it, use the card three-dot menu and click Edit private view.
• The list defaults to ACTIVE. Click INACTIVE to find deactivated views. The card menu shows Deactivate private view on active views and Activate private view on inactive ones.
• Search means different things in different places. On the edit page, Search filters the artwork picker; inside the invite dialog, Search… finds contacts, groups, Cohart users, or new emails.
• Invites send real emails. The dialog emails recipients as soon as you click Send, so check the estimated recipient count first; use Cancel or Close to back out without sending.
• These actions write data immediately. Save and Publish view store your edits, while Delete private view and Duplicate private view change your collection — deleting is permanent.

Troubleshooting

• Send stays disabled in Invite to Private View → no invitee is selected → pick a contact, group, or Add email you@example.com and watch for Estimated total recipients: 1 invitee before sending.
• Preview Email shows nothing to preview → no invitee is selected → add at least one email, then preview.
• Shared with Me shows No private view available → no one has shared with you → this is the normal empty state; shared views from art advisors or artists will appear there.
• Duplicates appear in the invite list → overlapping contacts and groups → no action is needed; each invitee still receives only one email.