Who this guide is for: System administrators – Requires ‘System Admin’ role and System Setup permission
Overview:
This guide explains how to set the Staff Records User View at the Global system level, determining which staff profiles are visible in the admin panel and front-end dashboards for authorisers and admins.
How Staff Records User View Works:
The Staff Records User View applies a visibility filter to staff data:
- My Record: Only the current user’s own profile
- Reportees: Direct and alternative-authorisation reportees
- Everyone: All active users
- Custom: A Custom View filter (must exist under System > Custom Views)
- Direct Reportees: Only direct reportees, excluding alternative authorisation
You can also include multiple tiers by setting descendant levels for reportees.
How to Set Up Staff Records User View (Global):
- Go to Admin tools > Admin panel > Global > Global Settings
- Scroll to Staff Records 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:
- Staff Records User View: Controls which staff profiles a user can access.
- Custom View: Pre-create under System > Custom Views before assignment.
- Requires ‘System Admin’ role and System Setup permission.
- Warning: Global settings override Template and User-level views.
- Tip: Use Bulk User Update to test settings by assigning them to a test account.
- Use the search function within the platform to quickly find features or settings.