Who this guide is for: System administrators – Requires ‘System Admin’ role and Users permission
Overview:
This guide explains how to set the Admin User View at the user level, overriding Global and Template settings to control which user profiles appear in the admin panel for that user.
How Admin User View Works:
The Admin User View applies a master filter to the user list in the admin panel:
- My Record: Only the current user’s profile.
- Reportees: Direct and alternative-authorisation reportees.
- Everyone: All active users.
- Custom: A predefined Custom View filter.
- Direct Reportees: Only direct reportees, excluding alternative authorisation.
You can also set descendant levels for reportees to include multiple tiers.
How to Set Up Admin User View:
- Go to Admin tools > Users.
- Search for the user and click Edit.
- Select the User Settings tab.
- Scroll to Admin 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:
- Admin User View: Controls which user profiles are visible in the admin panel for that user.
- Custom View: Must be created under System > Custom Views before assignment.
- Requires ‘System Admin’ role and Users permission.
- Warning: User-level settings override Global and Template-level views.
- Tip: Use Bulk User Update to apply this setting to multiple users.
- Use the search function within the platform to quickly find features or settings.