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Popular Keywords importuserdivisionsamlimport risk

Admin Basics

  • Sharing Dashboard Layouts with Other Users
  • Setup Mode/Admin Menu
  • Creating/Adding Users
  • Transferring Ownership from One User to Another (Assuming)
  • Making a User Active/Inactive
  • Delete a User
  • Changing a Record Reference
  • Managing Drop-Downs, Multi-Selects, and Multi-Levels
  • Resetting a User’s Password
  • Checking System Attachment Storage
  • Database History & Restoring Historical Records
  • Restoring a Deleted Record (Archived)
  • Audit Trails
  • Email Log Viewer
  • System Menu Layout & Options

System Translations

  • Adding a Translation Pack
  • Editing a Translation Pack
  • Mass Editing a Newly Created Translation Pack
  • Assigning a Translation Pack to a User
  • Exporting a Translation Pack
  • Importing a Translation Pack
  • Adding a Default Translation Pack
  • Creating a Locale Specific View (Translated View)
  • Editing a Locale Specific View (Translated View)

Importing Data

  • Preparing Data for Import (Default)
  • Imports with Hierarchical Data
  • Importing Data (Generic)
  • Preparing Data for Import (Risks)
  • Importing Data (Risk Register Specific)
  • Preparing Data for Import (Users)
  • Importing Users
  • Importing Divisions
  • Importing Errors & Issues

Automated Emails (Task Based)

  • How Automated Emails Work (Triggers and Schedules)
  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email โ€“ When a Record is Created (Trigger)
  • Creating an Automated Email โ€“ When a Record is Updated (Trigger)
  • Creating an Automated Email โ€“ When a Record is Deleted (Trigger)
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • Editing an Automated Email โ€“ Sending to a Different Module Role (E.g. Risk Manager) (Trigger)
  • Editing an Automated Email โ€“ Sending to a Record User (Trigger)

Automated Email Reminders (Time Based)

  • How Automated Emails Work (Triggers and Schedules)
  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email Reminder โ€“ When a Record is Due (Scheduler)
  • Creating an Automated Email Reminder โ€“ When a Record is Overdue (Scheduler)
  • Setting up Recurring Schedules
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • Editing an Automated Email Reminder โ€“ Sending to a Different Module Role (E.g. Risk Manager) (Scheduler)
  • Editing an Automated Email Reminder โ€“ Sending to a Record User (Scheduler)

System Views

  • Editing a Dashboard Chart
  • Sharing Dashboard Layouts with Other Users
  • System Views (Quick Explainer)
  • Creating Your Own Custom Views
  • View Editor Tool Overview
  • Editing a View
  • How to Hide/Unhide Fields
  • Loading/Saving a Particular User’s View
  • What are Widgets?
  • Adding, Removing and Editing a Grid Column
  • Adding Help Tips & Placeholder text
  • Modifying a User Field to Limit or Allow Specific Users
  • Modifying a Currency Field to Set Default

Exporting Data

  • Exporting Dashboard Data
  • Exporting Divisions
  • Exporting Users
  • Generating the System User Details Report

System Errors & Issues

  • Resolving System Issues
  • System Error Messages
  • Login Issues

Reporting Suite Tutorial

  • Creating a Word Report (Basic Data Output)
  • Creating an Excel Report (Basic Data Output)
  • Creating a PowerPoint Report (Basic Data Output)
  • Creating an Excel Tabular Report (Perfect for CSV)
  • Creating an Excel Audit Report (Audit Log Of Changes)
  • Adding a new column to an Excel Report
  • Removing a column in an Excel Report
  • Creating an Advanced Word Report (Adding Functions)
  • Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
  • Advanced Report Syntax
  • Advanced Filtering on Reports (Filtering Via Code)
  • Reporting Permissions

Advanced System Functionality

  • Symbiant API

Document Management (System Setup)

  • Setting Up Document Types
  • Setting Up Document Statuses
  • Document Storage Limits and File Sizes
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System Views (Quick Explainer)

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AI Doc Summarizer Doc Summary
AI Doc Summarizer Thinking Thinking

Every module in Symbiant uses three kinds of view. This article shows what each one is for, so the other view articles make sense.

Applies to: All users ยท Module: any module (the examples use Register Risks)

The List View #

The List view is the first screen you see when you open a module, so it is often called the dashboard. It usually has charts at the top and a grid of records underneath. Clicking a chart segment filters the grid.

The Register Risks list view

The New View #

The New view opens when you click + at the top of the screen. It is the form you fill in to add a record: text boxes, drop-downs, dates, user pickers and so on.

The New Risk view

The Details View #

The Details view opens when you click a record in the grid. It shows the record’s data and lets you edit it, with tabs and panels for related information such as controls, actions and attachments.

A risk's Details view

Who Sees Which View #

Each module ships with generic views. Administrators can copy and change them, then assign the copies to users, roles or divisions in Set up > Module Views. The Type column there shows whether a view is a List, New or Detail view.

Related articles #

  • View Editor Tool Overview
  • Creating Your Own Custom Views
  • Editing a View
Accounts, Setup, User, Views
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Updated on 30 October 2026
Sharing Dashboard Layouts with Other UsersCreating Your Own Custom Views
Table of Contents
  • The List View
  • The New View
  • The Details View
  • Who Sees Which View
  • Related articles
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