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Copy a View to a Different User

Have a SPoC copy the entire view to create a new view and make you the user so you can edit it further.

  • You must be a SPoC to do this.
Note: You can't edit all views created using the Advanced View Tool. If the view includes certain SQL logic, you can only edit it in the System Setup page of MinistryPlatform.
  1. In the navigation menu, click System Setup > Page Views.
  2. Open the view you want to copy.
  3. From the Actions menu, select Copy.
  4. Optional: Select what sub page data to copy, if any, and whether you want to also copy the attached files.
  5. Click Copy Record.
    The system copies the view and automatically opens the copied view.
  6. Click Edit Record.
  7. Change the user and/or user group.
    • To assign a user, select the user from the User drop-down list.
    • To assign a user group, select the user group from the User Group drop-down list.
  8. Click Save.