Who this guide is for: System administrators – Requires ‘System Admin’ role and Users permission
Overview:
This guide explains how to set the Directory User View at the User level, overriding Template and Global settings to control which employee directory profiles a user can access.
How Directory User View Works:
The Directory User View applies a filter to the employee directory:
- 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 Directory User View:
- Go to Admin tools > Users > User Overview
- Search for the user and click Edit.
- Select the User Settings tab.
- Scroll to Directory User View.
- Choose one of: My Record, Reportees, Everyone, Custom, Direct Reportees.
- Click Save User at the top of the page.
Additional Information:
- Directory User View: Controls employee directory visibility per user.
- Employee Directory is a paid feature—contact customersuccess@e-days.com to purchase.
- Custom View: Precreate under System > Custom Views before assignment.
- Requires ‘System Admin’ role and Users permission.
- Warning: User-level settings override Template and Global views.
- Tip: Use Bulk User Update to apply views to multiple users.
- Use the search function within the platform to quickly find features or settings.