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Custom Filter - User assignment

Once you have created the custom filter, you can assign it on a User level to the various view permission - as noted below: 

  • Admin user view
  • Staff records user view
  • Calendar user view
  • Reporting user view
  • Directory user view - if enabled on your system (contact Support for more information if needed). 

To complete this, please refer to the below steps: 

  • Navigate to Admin > User >  Users
  • Search and edit the user you would like to alter
  • Scroll down to the User view settings area
  • Next to the area that you'd like to apply this view to, select Custom
  • In the box that appears underneath, select the name of the filter you'd like to apply
  • Scroll to the bottom of the page and hit save.

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