License and permissions
Availability of this feature depends on your license type. Before you get started, check the table below to confirm your license includes this functionality.
Find out more about Evo licenses>
Evo Standard | Evo Everywhere: Base user | Evo Everywhere: Advanced user |
❌ | ✅ | ✅ |
Views in Evo Navigator
A view is a named workspace inside Evo Navigator. You can create new views and set up which Quick Actions, Quick Panels and Quick Sections display in each one. This is perfect if you cover different types of work, like your daily tasks or month end tasks.
Every Evo user can create personal views. Organisation admins can also create managed views and share them with users, members, groups or the whole organisation.
⚠️ Important: Views and Evo Navigator are available to all Evo users. However, you can only add items that your organisation is licensed for. Find out more about Evo licenses>
Personal views and managed views
There are two kinds of views. Both of these appear together in your view switcher.
Kind | Created by | Who sees it | Can you change the layout? |
Personal view | You | Only you | Yes. It is your view. |
Managed view | An organisation admin | Members, groups or everyone in the organisation | No. The layout is fixed. |
If you have three personal views and two managed views shared with you, the view switcher shows five views in total. Switching views replaces what is on the page. Each view keeps its own preferences.
📌 Note: Your first personal view is called Default. You cannot rename or delete it. Evo Navigator returns you to the Default view if another view becomes unavailable, for example if an admin unpublishes a managed view while you are using it.
What a view contains
A view saves the following:
Which Quick Actions, Quick Panels and Quick Sections appear, and in what order.
Whether Actions Required and Quick Asks are shown.
A view does not save the following:
Your chat history or any other personal state.
Your theme, such as light or dark mode.
Your layout mode, such as Rows or Tabs. These settings stay under your control.
The data inside the tools themselves. A view changes the layout, not what each tool shows.
Managed views for organisation admins
A managed view gives a group of users the same Evo Navigator setup, with a layout they cannot change. Use a managed view when consistency matters more than personal preference. Common examples include:
A team that runs the same daily process, such as a Finance month-end or Front-of-house morning checks view.
An onboarding view for new starters, with the basics pinned until they feel confident.
A training or demonstration view for screen-shares and walkthroughs.
A compliance view that must contain certain items, in a certain order, for a defined group.
If your users have different needs, encourage them to build personal views instead.
⚠️ Important: Managed views are created in Navigator Admin. Your Roles and Permissions in Evo control access to Navigator Admin. Check with your platform administrator that you have access before you start.
How views work with availability and personas
Three controls shape what each user sees in Evo Navigator. They apply in this order:
Availability. This organisation-wide setting hides items from every view or pins items so they always appear. You set it in Navigator Admin.
Persona first-time content. This sets what appears in a user's Default view the first time they open Evo Navigator. After that, the user can change their personal views freely.
Managed views. These are extra views that an admin adds on top.
A managed view does not override availability. If an admin hides a Quick Action in availability and then adds it to a managed view, recipients still cannot see it.
Configure availability first, then build managed views within the resulting set of items.
A managed view also does not replace personal views. Users keep their own views and can switch between them and any managed views at any time.
Switch to a different view
Expand Evo Navigator.
Click the view switcher at the top right of Evo Navigator.
Select the view that you want to use.
Evo Navigator replaces the page with the layout for that view.
📌 Note: Each view keeps its own preferences. Switching views does not change the layout of the view that you left.