Step by step guide:
- Navigate to: Admin Tools > Admin Panel
- Go to Templates > User Templates
- Search for the template you wish to update and press the Blue Edit button on its row.
- Select the System tab.
- Browse down the page to the Reporting User View setting.
- Click the Drop down 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 Record button.
Please find our video tutorial link below: