Who this guide is for: System administrators – Requires ‘System Admin’ role and System Setup permission
Overview:
This guide explains how to set the Admin User View at the Global level, determining which user profiles appear in the admin panel for all users in your system.
How Admin User View Works:
The Admin User View applies a global filter to the admin panel’s user list:
- My Record: Only the current user’s profile
- 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
Descendant levels can include multiple tiers of reportees.
How to Set Up Admin User View (Global):
- Go to Admin tools > Admin panel > Global > Global Settings.
- Scroll to Admin User View.
- Click the dropdown and select one of: My Record, Reportees, Everyone, Custom, Direct Reportees.
- Click Save at the top of the page.
Additional Information:
- Admin User View: The global filter controlling profile visibility in the admin panel.
- Custom View: Must be preconfigured under System > Custom Views before selecting Custom.
- Requires ‘System Admin’ role and System Setup permission.
- Warning: Global settings override any Template or User-level views.
- Tip: Use Bulk User Update with a test account to verify filter effects.
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