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
Go to Admin tools > Admin panel > Global > Global settings.
Scroll to User Views settings
Set each view’s dropdown to Everyone, Reportees, Direct Reportees, My Record, or Custom.
Click Save
Template Level
Go to Admin tools > Admin panel > Template
Locate the template and click Edit (you’ll land on the Template Settings tab by default).
Scroll to User Views settings.
Choose values for each view.
Click Save Template.
User Level
Go to Admin tools > User > User Overview
Search for the user and click Edit.
Select the User Settings tab.
Scroll to User Views Settings.
Choose values for each view and optionally click Show users in view to preview included users.
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.
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