This guide has been created for system administrators.
Specific role permissions may be required, including: Users | User Templates | System Setup.
Overview:
The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the "User view settings".
The User Views are divided into the following:
- Admin User View - If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel.
- Staff Records User View - If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens.
- Calendar User View - This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages.
- Reporting User View - This view will apply a master level user filter to reports that are run in Edays.
- Directory User View - If your system has the employee directory feature activated, this view will determine which directory profiles are accessible.
Each of the user views can be set to one of the following:
- Everyone - The ability to see all system users.
- Reportees - Authorisers will be able to see all the people who are assigned to them as a standard reportee, as well as any users for which they are set as the alternative authoriser. To view our guide to authorisation setup, please click here.
- Direct Reportees - Authorisers will be able to see all the people who are assigned to them for standard authorisation only.
- My Record - Restricted to only seeing your own record.
- Custom - A custom view based on users included in a custom filter. To view our guide to custom user view setup please click here.
Please note: You have the additional option to set descendant levels in respect of Reportees.
User views can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click here.
To review current user view settings, please follow the steps below for the required system level.
Global Level
- Navigate to Admin tools > Admin panel.
- Go to Global > System Setup
- Scroll down to "User view settings"
Template Level
- Navigate to Admin tools > Admin panel.
- Go to Templates > User templates.
- Click "Edit" to the right of the required Template.
- Select the "System" tab and scroll down to "User view settings"
User Level
- Navigate to Admin tools > Users.
- Search for the required user and click "Edit" against their name.
- Select the "System" tab and scroll down to "User view settings"
- If you would like to see a list of included users, click the "Show users in view" button.
Related Guides: