How do I manage and edit rows as a company admin?

How to view, filter, rename, and edit your account's rows using the Row Manager

Written By Danny Schaffer

Note: This article relates specifically to company admin accounts. If your account is not a Company Admin account, you won’t see these options.

Reaching the Row Manager

So you've made some rows, and they're awesome, but you're wondering if there's somewhere you can go to see all of your hard work in one place? Head to the Row Manager.

  1. In your Admin account, hover over Templates.

  2. Click Row Manager

If you do not see the “Row Manager” option, you may be in a system that does not surface this control.

An admin hovers over "Templates" then clicks "Row Manager". They then expand out a row by clicking the "View" button.

Here you'll find a list of all of your account's rows, along with several filters on the left to help you trim down the list that you're viewing.

  1. Click on a row to view details about that row, and perform several actions all within the interface. Here you can:

    1. Rename the row

    2. Add some keywords

    3. Adjust the visibility (to determine if the row is available to only admins or all users)

    4. Edit the row (Keep in mind, you only have the ability to edit rows that you have created from your own admin account.)

  2. After making any changes, click Save

A view of the row manager with a row expanded. You can edit the Name and add Keywords. The Visibility drop down is set to "All users" and the Edit and Save buttons are visible on the right.

Editing A Row

To edit the row:

  1. Click on a row

  2. Click the Edit button to the right.


    If you do not see this option available, you may not have authority to edit that particular row, due to it being created at a higher level than your admin account.

Once editing, you'll be brought into a dedicated environment to edit your row. You can make all the usual changes, and make sure to save them when you're done!

A gif on the Row Manager page of a user clicking on a row title to expand the view. Once the row fully loads in, the "Edit" button on the right is clicked.

Copying a Row

On the Row Manager page, you can copy a row by clicking the Clone button on the right side of the row. Make sure to update the name and make any needed edits before sharing it out!