Who this guide is for: System administrators – Requires ‘System Admin’ role and User Templates permission
Overview:
This guide explains how to set the Admin User View at the Template level, overriding Global settings to control which user profiles appear in the admin panel for everyone assigned to that template.
How Admin User View Works:
The Admin User View applies a master filter to the user list in the admin panel for template users:
- My Record: Only the current user’s profile
- Reportees: Their direct and alternative-authorisation reportees
- Everyone: All active users
- Custom: Uses a 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 reportees.
How to Set Up Admin User View (Template):
- Go to Admin tools > Admin panel > Template.
- 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.
- Scroll to Admin User View.
- Click the dropdown and select one of:
- My Record
- Reportees
- Everyone
- Custom (ensure the view exists under System > Custom Views)
- Direct Reportees
- Click Save Template at the top of the page.
Additional Information:
- Admin User View: Template-level filter controlling which user profiles a template user can see.
- Custom View: Preconfigure 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 and test views across multiple users.
- You can configure descendant levels for Reportees to include multiple management tiers.
- Use the search function within the platform to quickly find features or settings.