Admin - Edit View

How to Edit Views - Video Overview
Mon, 28 Aug, 2023 at 9:45 PM
How To Edit Views - Add New Account(s)
How to Add a New CAN New CANs are automatically added to the Master View (at the bottom of the View) when there is activity downloaded against the CAN....
Wed, 30 Aug, 2023 at 2:19 PM
How to Edit Views - Reorganize Accounts
Overview   Views can only be edited/reorganized by Account Administrators. Use the View Rights page (Admin --> Manage Views --> View Rights) to revi...
Mon, 2 Oct, 2023 at 4:28 PM
How to Edit Views - Delete Accounts
Overview CANs and Summary Accounts can be deleted from any view. If an account is deleted at the Master View level it will be removed entirely from the ...
Wed, 30 Aug, 2023 at 2:18 PM
How to Edit an Account Title
There are two locations to update an account title (for both a CAN and a Summary account). A user must have edit view capabilities to update an account titl...
Mon, 2 Oct, 2023 at 5:40 PM