Step by step guide:

  • Navigate to Admin > Templates > User Templates.
  • Identify the user template you wish to update and press the blue Edit button on its row.
  • Select the System tab inside the template.
  • Browse down the page to the Admin User View setting.
  • Click the value box and select the desired value:
  • My Record: The current user only
  • Reportees: The list of people the current user approves. Includes reportees of reportees.
  • Everyone: Every active user in your system
  • Custom: People determined from a custom filter
  • Direct Reportees: The list of people the current user approves. It does not include reportees of reportees.
  • At the bottom of the page press, the orange Save button.


Please find our video tutorial link below:

https://youtu.be/TOfWSLKibK8


Note: You will need the User Templates permission(s) applied to your e-days role in order to carry out this task.