Finding, adding, editing and deleting records in the Admin Portal
-
Most tools in the Admin Portal will open to show a list or table of records. You can search and filter the table and sort the columns by clicking the column titles.
-
Available actions (like Edit, Delete, etc) can be found in an ‘Options’ button and menu on the right side of each row and sometimes at the top right of a details page.
-
If you click a row in a table it sometimes opens a more detailed view and a second table that belongs to that record appears below. Depending on the record you can often view, add/link or remove/unlink associated records and view change history in the lower table.
-
In the right corner above the table there is often a 'Download' button and a green plus 'Add' button that means you can download or add a new record by clicking it.
-
At the bottom of each table you can set how many records you want to display on the screen and you can page through using the arrows or page numbers.
Notes
- You may see all or only a few tools and options depending on your permissions.
- You may see records associated with all sites or only records from a few sites depending on your site access.