Specific role permissions may be required, including: Users.
The feature is located under Admin > Global > Custom user view setup; here you will see a list of any existing custom views you've created already, but, more importantly, you can hit the "+ Add new" button at the top of the page to start creating a new custom user view. You can follow the steps below to guide you in creating and applying custom user views.
Step-by-step guide:
- Navigate to Admin > Global > Custom user view setup and select "+ Add new"
- Name the custom user view and select "Save"
You can then specify which users should fall into this view, this can be done in 4 different ways:
- Specify groups:
- This allows you to include users that fall under a certain Country, Location, Team, or any other Group type, in this view. For each level, you'll also have a "My own" option; this shows any user the view is applied to their own group of this type.
- Specify user templates:
- User templates
- Include authorises, self, reportees and leavers:
- Add own authoriser
- Add own record
- Add own reportees
- Include leavers who are within these groups/templates
- Specify individuals:
- You can start typing a user's name to search for them, then click add, and they'll be included in the list for this view. You can do this multiple times, and this area allows you to get really specific with the view you're creating
Finally, you can view a list of users who you've included in this view, and, if you'd like, you can click "Remove" to exclude any specific individuals from the view.
Once you're happy with the list of users you've created, click "Save" and the custom user view will be created.
Please note: if you've selected "My Own" for a group, the users included in the custom view is contextual, so they will not appear in this list.
Once you have created the custom user view, it can be assigned to users - for more information regarding this, please see the guides linked below.
User Views - User view configuration
