User Views & Permissions

Overview

This guide explains how to configure User Views and Permissions to control what administrators and users can see and do within edays. User Views determine which users appear across different areas of the system, while Permissions control access to specific absence types and records. 

These are especially important for new administrators, whether you are new to the organisation or reviewing your existing setup.

How User Views & Permissions Work

User Views act as filters that control which users are visible in different parts of the system. There are five types of User Views:

• Admin User View – Controls which user profiles appear in the Admin panel
• Staff Records User View – Controls which staff data is visible in the Admin panel and front-end dashboards
• Calendar User View – Controls which calendars are shown on the Group Calendar and Manager Dashboard
• Reporting User View – Controls which user data is available in reports
• Directory User View – Controls which profiles appear in the employee directory (if enabled)
  
  
  
  
  

Permissions work alongside User Views to control what can be done with the users you can see. For example, an administrator might be able to view everyone in the system, but only have permission to edit absence records for their direct reportees, or view certain absence types like Annual Leave but not Sickness.

Common Use Cases:

• Global HR Team: Typically needs to view 'Everyone' across all User Views to manage the entire organisation
• Regional Managers: May only need to see users in their specific country or region
• Department Heads: Might only need to view and manage their direct reports and their teams
• Restricted Absence Types: Some absence types (like medical leave) may need limited visibility, even for administrators
  
  

1. How to Set Up User Views

User Views can be configured at three levels: Global (applies to everyone), Template (applies to groups of users), and User (applies to individuals). Settings at each level override the previous one.

Global Level

1. Go to Admin tools > Admin panel > Global > Global settings
2. Scroll to the User Views settings section
3. For each User View type, select from the dropdown:
   • Everyone – All users in the system
   • Reportees – Your direct reports and their teams (based on descendant levels)
   • Direct Reportees – Only your direct reports
   • My Record – Only your own user record
   • Custom – A custom filter you've created
4. Click Save
   
   

Template Level

1. Go to Admin tools > Admin panel > Template
2. Find the template you want to edit and click Edit
3. You'll land on the Template Settings tab by default
4. Scroll to the User Views settings section
5. Choose values for each User View type
6. 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 User View type
6. Optionally click Show users in view to preview which users will be included
7. Click Save User
   
   

2. How to Set Up Absence Type Permissions

Absence Type Permissions control whether users can view specific types of leave for themselves, their reportees, or others in the system.

1. Go to Admin tools > Admin panel
2. In the left panel, select Users > User Overview
3. Find the user and click Edit
4. Select the Absence Types tab
5. Locate the absence type you want to configure and click Edit
6. Under Permissions, configure settings for:
   • My items – The user's own absences
   • Reportees – Absences of their direct reports
   • Others – Absences of other users in the system
7. Click Save User at the top right
   
   You can check out our more in-depth guide on Absence Type permissions here too.
   
   

Top Tips

• You may require another administrator in the system to specifically edit your permissions and views, unless you are a Super User which grants you the ability to search and edit your own profile settings.
• When filtering the Group Calendar to show "Reportees only", this only displays direct reportees, not descendant levels
• Combine multiple filters to create precise User Views tailored to your needs
• Settings cascade from Global → Template → User, with each level overriding the previous one