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 Admin 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:

https://youtu.be/ScI0OqDCBpA