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User Views - Template level calendar user view

Who this guide is for: System administrators – Requires ‘System Admin’ role and User Templates permission


Overview:
This guide explains how to set the Calendar User View at the Template level, overriding the Global setting to control which users appear in calendars on the Group Calendar and Manager Dashboard for everyone assigned to that template.


How Calendar User View Works:


The Calendar User View defines whose calendars are visible:

  • My Record: Only the current user’s calendar
  • Reportees: Direct and alternative-authorisation reportees
  • Everyone: All active users
  • Custom: A saved Custom View filter (must exist under System > Custom Views)
  • Direct Reportees: Only direct reportees, excluding alternative authorisation
    You can also set descendant levels to include multiple tiers of management.


How to Set Up Calendar User View (Template):

  1. Go to Admin tools > Admin panel > Template.
  2. Locate the template you wish to update and click Edit on its row; you’ll land on the Template Settings tab by default, where user view options are held.
  3. Scroll to Calendar User View.
  4. Click the dropdown and select one of:
    • My Record
    • Reportees
    • Everyone
    • Custom (ensure the view exists under System > Custom Views)
    • Direct Reportees
  5. Click Save Template at the top of the page.


Additional Information:

  • Calendar User View: The template-level filter for calendar displays.
  • Custom View: Create under System > Custom Views before assignment.
  • Requires ‘System Admin’ role and User Templates permission.
  • Warning: Template-level settings override Global settings.
  • Tip: Use Bulk User Update to assign this view to multiple templates quickly.
  • Use the search function within the platform to quickly find features or settings.

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