How to Load & Save a Users View

Accessing a View #

Navigate to the Dashboard, New Record, or Record Details you wish to load a view for,

Loading a View #

Select the three dots at the top right, select Admin and then Load,

Select the view you wish to load from the list,

(Note: Views, as shown above, are named by role, however, some views incorporate multiple roles into one view)

Repeat the steps above to load into different user views.

Saving a view (Do not select the Blue Save Icon) #

If you make any view changes and want to save them,

Select the three dots at the top right, select Admin and then Save,

Select your company-specific view from the list,

It is highly recommended you don’t save over generic views!

(If you don’t see any company-specific views, please follow: Creating Your Own Custom Views)

Once saved, Sign Out of Symbiant and log back in to ensure your view cache is cleared.