In this help doc
Open a View
Click Settings
Expand Views
Click Views for your Organization
Click the desired View
Edit a View
Click Settings
Expand Views
Click Views for your Organization
Click Edit on the desired View
NOTE: If there are no Views displayed, you need to create them first. To create a View, see Save Views.
See steps 4-9 in Manage Views for more info
Share a View
Click Settings
Expand Views
Click Views for your Organization
Click Share on the desired View
NOTE: If there are no Views displayed, you need to create them first. To create a View, see Save Views.
See steps 3-6 in Share Views to another Position for more info
Pin a View
Click Settings
Expand Views
Click the desired Organization
Click Pinned Views
Select the desired Views. This will set them as default.
Click Save
If you go and check any of those pages, you will see the pinned View. In this example, we go to the Graphs page.
The Sales View will be displayed.