This guide has been created for system administrators.
Specific role permissions may be required, including: User Templates.
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.
This guide provides the steps required to set the Reporting User View at the Template system level, which will override the Global level setting. This view will apply a master level user filter to reports that are run in edays.
Step by step guide:
- Navigate to Admin tools > Admin panel.
- Go to Templates > User templates.
- Locate the User Template you wish to update and click the Edit button to the right.
- In the user template detail screen, select the System tab.
- Scroll down the page to the Reporting User View setting.
- Click the dropdown and select the desired value:
- My Record: The current user only.
- Reportees: The list of people the current user approves, including alternative authorisation.
- Everyone: Every active user in your system.
- Custom: People determined from a custom user view. To view our guide to custom user view configuration, please click here.
- Direct Reportees: The list of people the current user approves, excluding alternative authorisation.
- Click the Save button at the foot of the page.
Please note: You have the additional option to set descendant levels in respect of Reportees.
If you would like to enlarge the video, please click on it to expand.
Filters/Views - User view configuration - Overview
User Views - Custom user view setup