Support Portal

Submit a ticket My Tickets
Welcome
Login  Sign up

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.


If you would like to enlarge the video, please click on it to expand.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.