Creating a View (Saving a search)

Portal Admins, Managers & Vendor Admins have the ability to Save Searches. Portal Admins can create both admin and vendor views. Vendor Admins can only create vendor views. Managers can only create views for themselves.

1. Once you have your search results and you want to save a view click on the 3 dots. 


5. Enter a name for your "View" and choose the Role (who you will be allowed to see this view) and click "Save".


6. Your newly saved "View" will appear on the left side.


7. To delete or rearrange a view, click on the 3 vertical dots. Select "Manage all views".


8. You can reorder the views by dragging and dropping the rows. To delete the view click on the red x on the view you want deleted.


9. The delete view modal will appear and you can either cancel or click on "Delete".


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