Who this guide is for: System administrators – Requires 'System Admin' role and Users permission
Overview:
This guide explains how to set the Calendar User View at the user level, overriding Global and Template settings to control which users appear in calendars on the Group Calendar and Manager Dashboard.
How Calendar User View Works:
The Calendar User View determines whose calendars a user can see:
- My Record: Only their own calendar.
- Reportees: Their direct and alternative authorisation reportees.
- Everyone: All active users.
- Custom: A pre-configured Custom View filter.
- Direct Reportees: Only their direct reportees, excluding alternative authorisation.
You can also set descendant levels for reportees to include multiple management tiers.
How to Set Up Calendar User View:
- Go to Admin tools > Users.
- Search for the user and click Edit.
- Select the User Settings tab.
- Scroll to Calendar User View.
- Click the dropdown and select one of:
- My Record
- Reportees
- Everyone
- Custom (requires a Custom View under System > Custom Views)
- Direct Reportees
- Click Save User at the top of the page.
Additional Information:
- Calendar User View: User-specific filter for calendar displays.
- Custom View: Must be created under System > Custom Views before selection.
- Requires 'System Admin' role and Users permission.
- Warning: User-level settings override Global and Template-level views.
- Tip: Use the search function within the platform to quickly find features or settings.