# Manage views

> Rename, duplicate, organize, change visibility, and delete AgencyTitan views from settings.

URL: https://www.agencytitan.com/help/views/manage-views/

Manage global views from **Settings**, then **Views** ([/settings/views](https://app.agencytitan.com/settings/views)). Process and client views are managed from their scoped Views areas.

## Who this is for

Agency team members who maintain view names, access, organization, or lifecycle. Requires **View Layouts**. Renaming, visibility, and organization require **Edit Layouts**. Deleting requires **Delete Layouts**.

## Before you begin

- Confirm the view's Global, Client, or Process scope.
- Review the audience before changing visibility.
- Make sure a view is no longer needed before deleting it.

## Find management actions

The settings list shows each view's name, scope, updated date, created date, and creator. Use search, folders, or the Global-only control to narrow the list.

Open **More actions** on a view for:

- **Edit View**
- **View Settings**
- **Duplicate**
- **Delete**

## Rename a view

1. Open the view and select **Entity Settings** in the builder header, or choose **View Settings** from **More actions**.
2. Change **View Name**.
3. Optionally update the icon or description.
4. Select **Save Settings**.

![View Settings dialog with name, icon, description, scope, date range, real-time updates, visibility, and Save Settings](/docs/screenshots/views-v1/view-settings.png)

## Change visibility

In **View Settings**, choose **Who can access this view?**:

| Option | Audience shown in the live settings |
| --- | --- |
| **Private (Only Me)** | Only you |
| **Shared (Selected Users/Roles)** | The selected internal audience |
| **Public (Everyone in agency)** | Everyone in the agency |

Select **Save Settings** after changing visibility. Open the view from **Views** ([/views](https://app.agencytitan.com/views)) to confirm that it appears for the intended audience.

:::caution[Visibility affects access]
Review the data blocks and filters before broadening a view's visibility. A view can combine records from several data sources.
:::

## Duplicate and organize views

- Choose **Duplicate**, review the default **Copy of _view name_** name in the dialog, then select **Duplicate View**.
- Select **Add Folder** to organize related views.
- Use the list selection controls and **Move to Folder** to reorganize several items together.
- The team-facing Views library can display views as cards or a list and sort them by update date, creation date, or name.

## Delete a view

1. Open **More actions** for the view.
2. Select **Delete**.
3. Review the view name in the confirmation.
4. Type `DELETE`.
5. Select **Delete View**.

   ![Delete View confirmation requiring the user to type DELETE before the Delete View button is enabled](/docs/screenshots/views-v1/delete-view-confirmation.png)

Deleting removes the view and its configuration from the list. This action should be treated as permanent.

## Expected result

- Saved name, icon, description, and visibility changes appear when the view is reopened.
- Duplicated and moved views appear under the expected name and folder.
- A deleted view no longer appears in the settings list or team-facing library.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **More actions** is missing | You lack **Edit Layouts** or **Delete Layouts** | Ask a workspace owner to grant the matching Layouts permission |
| Rename does not appear in the list | Settings were not saved or the list is stale | Select **Save Settings**, return to the list, and refresh |
| A teammate cannot find the view | Visibility or scope does not include their context | Review **Who can access this view?** and the view scope |
| **Delete View** stays disabled | Confirmation text does not exactly match | Type `DELETE` in uppercase |
| View is hard to find | Search, folder, or Global-only filter excludes it | Clear search, show all scopes, and check its folder |

## Related articles

- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.
- [Create a view](https://www.agencytitan.com/help/views/create-a-view/): Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.
- [Filter and sort view data](https://www.agencytitan.com/help/views/filter-and-sort-view-data/): Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.