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User Views - User view configuration

Who this guide is for: System administrators – Requires ‘System Admin’ role and Users, User Templates, System Setup permissions


Overview: This guide explains how to configure User Views at Global, Template, and User levels, controlling which users appear in Admin panels, calendars, reports, and directories.


How User Views Works: User Views apply master filters that restrict visibility of users based on criteria:

  • Admin User View: profiles visible in Admin panels

  • Staff Records User View: staff data in Admin and front-end dashboards

  • Calendar User View: calendars shown on Group Calendar and Manager Dashboard

  • Reporting User View: data visible in reports

Directory User View: directory profiles (if enabled)

Each view can be set to Everyone, Reportees, Direct Reportees, My Record, or Custom. Descendant levels can extend reportee filters.


How to Set Up User Views:


Global Level

  1. Go to Admin tools > Admin panel > Global > Global settings.

  2. Scroll to User Views settings

  3. Set each view’s dropdown to Everyone, Reportees, Direct Reportees, My Record, or Custom.

  4. Click Save


Template Level

  1. Go to Admin tools > Admin panel > Template

  2. Locate the template and click Edit (you’ll land on the Template Settings tab by default).

  3. Scroll to User Views settings. 

  4. Choose values for each view.

  5. Click Save Template.


User Level

  1. Go to Admin tools > User > User Overview

  2. Search for the user and click Edit.

  3. Select the User Settings tab.

  4. Scroll to User Views Settings.

  5. Choose values for each view and optionally click Show users in view to preview included users.

  6. Click Save User.


Additional Information:

  • Custom View: must be created under System > Custom Views before selecting Custom.

  • Warning: Settings cascade: Global → Template → User, with each level overriding the previous.

  • Tip: Combine filters to build precise views and use Bulk User Update to apply user-level changes in bulk.

  • Use the search function within the platform to quickly find features or settings.

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