Who this guide is for: System administrators – Requires ‘System Admin’ role and System Setup permission
Overview:
This guide explains how to set the Calendar User View at the Global level, determining which users appear in the Group Calendar and Manager Dashboard across your system.
How Calendar User View Works:
The Calendar User View applies a master visibility filter to all calendars:
- My Record: Only the current user’s calendar
- Reportees: Direct and alternative-authorisation reportees
- Everyone: All active users
- Custom: Uses a Custom View filter (must exist under System > Custom Views)
- Direct Reportees: Only direct reportees, excluding alternative authorisation
You can also set descendant levels to include multiple tiers of reportees.
How to Set Up Calendar User View (Global):
- Go to Admin tools > Admin panel > Global > Global Settings.
- Scroll to Calendar User View.
- Click the dropdown and select one of:
- My Record
- Reportees
- Everyone
- Custom (ensure the view exists under System > Custom Views)
- Direct Reportees
- Click Save at the top of the page.
Additional Information:
- Calendar User View: Global filter for all calendar displays.
- Custom View: Preconfigure under System > Custom Views before assignment.
- Requires ‘System Admin’ role and System Setup permission.
- Warning: Global settings apply to every user and override any Template or User-level views.
- Tip: Use Bulk User Update to test different settings by assigning them to test accounts.
- You have the additional option to set descendant levels in respect of Reportees.
- Use the search function within the platform to quickly find features or settings.