Inbox Views

Inbox views are a selection of saved filters that categorize your inbox reports. The administrator of your program can customize the views in your inbox by:

• Adding inbox views
• Updating existing views
• Changing the order of views
• Removing views
• Temporarily showing and hiding views

The ability to customize your inbox views enables different members in your program to operate under a unified workflow that works best for your specific program.

Adding and Updating Views

To add a new View:

1. Go to your security team's inbox.
2. Click Show filters.
3. Select the filters you'd like to see in your new inbox view. A Custom view will show in your inbox bar with a Save button next to it.
4. Click the Save button.
5. The Save view window will appear where you can select to create a new view or overwrite an existing one in the Action field.
6. Type the View name in the View name field.
7. Click Save view.

The changes will be made directly in your inbox.

Changing the Order of Views

To change the order of views:

1. Go to your program's Settings > Program > Inbox Views.
2. Click and drag the icon next to the View name to the order you want the View to appear.

Removing Views

To permanently remove a View from your inbox:

1. In Settings > Program > Inbox Views, select Remove. A window will pop up confirming whether you want to remove the view.
2. Click Ok.

Showing and Hiding Views

To show and hide Views:

1. In Settings > Program > Inbox Views, select Shown next to the View you want to hide. The View will then be hidden. Note: Shown means that the inbox view currently appears in your Inbox.
2. When a View is hidden, select Hidden to show the View.

Note: There is a Preview section at the bottom of the page that enables you to see a preview of what your Views will look like in the inbox.

Tutorial Video