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How do I edit an existing "SmartView"?

To edit an existing "SmartView":

  • Login to your account.
  • Click Requirements tab and then click View Requirements link under the tab.
  • In the resulting page, find the SmartView you'd like to edit, and click Edit SmartView link next to it.
  • Follow instructions on screen and click "Save" button.

Here's another way to edit a "SmartView":

  • Go to the "SmartView" you'd like to edit.
  • Click Actions menu towards the top-right of the "SmartView".
  • Then click Edit This SmartView menu item under the "Manage SmartView" section.

📝 Please Note: Depending on your user privileges, you may not be able to edit all the Views. In this case, contact your organization's Accompa Administrator for further assistance.

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