How to Manage Perspectives


You will learn how to manage your  perspectives on your MetaCX instance. Please follow the step-by-step guide below

To learn more about perspectives, read the article ‘Perspectives Overview’

Step-by-step Guide:

Step One: Login to your MetaCX account. You will be directed to the landing page of your MetaCX instance.


Step Two: To manage your perspectives, click on the dropdown available at the top left side of your screen. You will find a list of perspectives that is already available in your instance and at the end of the list, you will find ‘Manage perspectives’


Step Three: Click on ‘Manage Perspectives’


Step Four: You will see a ‘Manage Perspectives’ modal. In this modal you can perform the following operations

  • Add a new perspective
  • Delete an existing perspective
  • Rename an existing perspective


You can click on ‘Save’ once you have updated the required information.

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