Who this guide is for: System administrators – Requires 'System Admin' role and Users permission
Overview:
This guide explains how to set the Staff Records User View at the user level, overriding Global and Template settings to control which staff records the user can access in the admin panel and front-end dashboards.
How Staff Records User View Works:
The Staff Records User View applies a master filter to staff data visible to a user:
- My Record: Only their own record.
- Reportees: Their direct and alternative-authorisation reportees.
- Everyone: All active users.
- Custom: A Custom View filter (must exist under System > Custom Views).
- Direct Reportees: Only their direct reportees, excluding alternative authorisation.
You can also set descendant levels to include multiple tiers of reportees.
How to Set Up Staff Records User View:
- Go to Admin tools > Users.
- Search for the user and click Edit.
- Select the User Settings tab.
- Scroll to Staff Records User View.
- Click the dropdown and choose one of:
- My Record
- Reportees
- Everyone
- Custom (ensure the view exists under System > Custom Views)
- Direct Reportees
- Click Save User at the top of the page.
Additional Information:
- Staff Records User View: Controls which staff profiles a user can see.
- Custom View: Pre-configure 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 Bulk User Update to quickly apply settings to multiple users.
- Use the search function within the platform to quickly find features or settings.