🧠 Understanding tables

Understanding the resource tables in Eversend

Once you’ve added resources to Eversend, you can manage them either in bulk through the Table or individually by opening each resource's single viewer.

You can customize the table by hiding or rearranging columns to create different views based on your workflow. Multiple custom views can be saved, named, and reused as needed, allowing you to switch between different layouts depending on the task at hand.

Customize the Table columns

You have the flexibility to tailor the API Integrations table to suit your needs. If certain columns aren’t relevant or if you prefer a different arrangement:

• Click the context menu (the three dots icon) in the top-right of the table.
• Select "Table Properties".

• From there, you can edit the list of columns and rearrange their order. All changes will be applied instantly, helping you streamline your view for more efficient account management.

  

Save, Undo, Redo and Discard

After making changes to the table, you'll notice a toolbar with four actions:

• Undo: Revert the most recent change.
• Redo: Reapply the change if you've undone it.
• Save: Save your custom table view settings.
• Discard: Cancel any unsaved changes and restore the previous view.

These actions only affect the table view (how the data is displayed) and do not modify the actual table data itself.

Bulk management

If you need to add or remove tags or update permissions for multiple resources at once, follow these three simple steps, as shown in the screenshot:

1. Select resources: Click the checkbox next to each resource name, or choose all resources on the current page.
2. Adjust selection: Remove any resources that were mistakenly selected by unchecking their boxes.
3. Take action: Click the action button in the floating bar to apply your changes.

Removing or Adding Permissions in bulk

Once you’ve selected the resources you want to update, follow these steps to edit permissions:

1. Choose the permission type: Click on the permission type (Owner, Editor, or Viewer) you want to assign or remove.
2. Select or remove members/teams: Add new members or teams, or delete the ones you want to revoke access from.
3. Apply changes: Click outside the permission editor popover, and the system will automatically update your changes.

Quick drag & drop actions

Eversend makes it easy to customize your resource table views with simple drag-and-drop functionality. You can hide columns by dragging them out of the table, or pin important columns by dragging them to the top-left corner. Rearranging the order of the columns is even more simple - just drag them where you want them and drop.

Here are a few animated instructions to show the functionality on practice:

• Hide columns by dragging them outside of the table.
  • Bring them back from the table properties settings.

• Pin columns by dragging them to the left top corner and holding for a second
  • To unpin them simply drag the columns outside of the pinned area