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77000106105
2021-09-01T15:40:07+01:00
77000317934
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Filters and User Views
29
2021-09-01T15:40:07+01:00
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2020-05-22T15:28:42+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Reporting User View at the User system level, which will override the Global level and Template level settings. This view will apply a master level user filter to reports that are run in Edays. Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the edit button against their name. In the user detail screen, select the System tab. Scroll down the page to the Reporting User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important; color: rgb(0, 0, 0);"><span dir="ltr" style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Reporting User View at the User system level, which will override the Global level and Template level settings. </span></span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">This view will apply a master level user filter to reports that are run in Edays.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the edit button against their name.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Reporting User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046268734/original/p_E4LuQw5IR6IUdKRfScWWPHmeXbMG_LlA.gif?1630583748" style="width: 427px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046268734"></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
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Filters/Views - Changing the Reporting User View - User level
2021-09-02T12:57:28+01:00
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2020-05-22T15:29:15+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Calendar User View at the User system level, which will override the Global level and Template level settings. This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages. Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the edit button against their name. In the user detail screen, select the System tab. Scroll down the page to the Calendar User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Calendar User View at the User system level, which will override the Global level and Template level settings. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages.</span> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the edit button against their name.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Calendar User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p data-identifyelement="194" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="194" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046267629/original/CmyGqpqPCQK8AgHU9qYba9p_aP4JTrfJiQ.gif?1630583451" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046267629"></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
77000317934
301
77000230911
2021-09-02T12:52:55+01:00
77037503209
2
2
2
0
Filters/Views - Changing the Calendar User View - User level
2021-09-02T12:52:56+01:00
77015005521
1
2020-05-22T15:29:46+01:00
0
0
This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Staff Records User View at the User system level, which will override the Global level and Template level settings. If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens. Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the edit button against their name. In the user detail screen, select the System tab. Scroll down the page to the Staff Records User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Staff Records User View at the User system level, which will override the Global level and Template level settings. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: left; float: none; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the edit button against their name.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Staff Records User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p data-identifyelement="194" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="194" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046266001/original/2B3v7J7YBIwBnCoOwY8RXaeP58chJkNauA.gif?1630582989" style="width: 423px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046266001"></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
77000317934
168
77000230914
2021-09-02T12:44:43+01:00
77037503209
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2
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0
Filters/Views - Changing the Staff Records User View - User level
2021-09-02T12:44:43+01:00
77015005521
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2020-05-22T15:30:15+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Admin User View at the User system level, which will override the Global level and Template level settings. If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel. Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the edit button against their name. In the user detail screen, select the System tab. Scroll down the page to the Admin User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Admin User View at the User system level, which will override the Global level and Template level settings. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;">If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel.</span> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the edit button against their name.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Admin User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p data-identifyelement="194" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="212" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046263614/original/B36dswfJrPOJzzfC03HKr6IjrM8-VgMCHA.gif?1630582386" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046263614"></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
77000317934
162
77000230916
2021-09-02T13:11:07+01:00
77037503209
3
2
0
0
Filters/Views - Changing the Admin User View - User level
2021-09-02T13:11:08+01:00
77015005521
1
2020-05-22T13:41:09+01:00
0
0
This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Reporting User View at the Template system level, which will override the Global level setting. This view will apply a master level user filter to reports that are run in Edays. Step by step guide: Navigate to Admin tools > Admin panel. Go to Templates > User templates. Locate the User Template you wish to update and click the Edit button to the right. In the user template detail screen, select the System tab. Scroll down the page to the Reporting User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a></span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Reporting User View at the Template system level, which will override the Global level setting. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">This view will apply a master level user filter to reports that are run in Edays.</span> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"> </span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Step by step guide:</span></span></span></p><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Templates > User templates.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Locate the User Template you wish to update and click the Edit button to the right.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">In the user template detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Reporting User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231); user-select: auto;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: T<span style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046260793/original/Ct3SSgwiFu_VvG_U5ZVF55z7oPbQ8srs0Q.gif?1630581639" style="width: 426px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046260793"></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p><p data-identifyelement="479" dir="ltr"><br></p>
77000317934
72
77000230560
2021-09-02T12:21:03+01:00
77037503209
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Filters/Views - Changing the Reporting User View - Template level
2021-09-02T12:21:03+01:00
77015005521
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2020-05-22T13:41:55+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Calendar User View at the Template system level, which will override the Global level setting. This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages. Step by step guide: Navigate to Admin tools > Admin panel. Go to Templates > User templates. Locate the User Template you wish to update and click the Edit button to the right. In the user template detail screen, select the System tab. Scroll down the page to the Calendar User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a></span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Calendar User View at the Template system level, which will override the Global level setting. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"> </span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Step by step guide:</span></span></span></p><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Templates > User templates.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Locate the User Template you wish to update and click the Edit button to the right.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">In the user template detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Calendar User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231); user-select: auto;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: T<span style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p><br></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046255191/original/asksLlPhur2CUuOLsyANfJOKp31DGdatAA.gif?1630580114" style="width: 427px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046255191"></span><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p><p><br></p>
77000317934
92
77000230561
2021-09-02T12:10:07+01:00
77037503209
4
2
0
0
Filters/Views - Changing the Calendar User View - Template level
2021-09-02T12:10:07+01:00
77015005521
1
2020-05-22T13:43:30+01:00
1
0
This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Staff Records User View at the Template system level, which will override the Global level setting. If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens. Step by step guide: Navigate to Admin tools > Admin panel. Go to Templates > User templates. Locate the User Template you wish to update and click the Edit button to the right. In the user template detail screen, select the System tab. Scroll down the page to the Staff Records User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a></span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">This guide provides the steps required to set the Staff Records User View at the Template system level, which will override the Global level setting. </span><span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: left; float: none; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens.</span></span> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"> </span></span></span></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Step by step guide:</span></span></span></p><ul style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Templates > User templates.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Locate the User Template you wish to update and click the Edit button to the right.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">In the user template detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Staff Records User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: <span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none; user-select: auto;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: T<span style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046252489/original/yGUx4X4k1dgh5ejCpTIyxOv5G-V_NihsZw.gif?1630579295" style="width: 428px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046252489"></span></span></span></span></span><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p><p><br></p>
77000317934
54
77000230566
2021-09-02T12:15:06+01:00
77037503209
7
2
1
0
Filters/Views - Changing the Staff Records User View - Template level
2021-09-02T12:15:06+01:00
77015005521
1
2020-05-22T13:43:55+01:00
0
0
This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Admin User View at the Template system level, which will override the Global level setting. If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel. Step by step guide: Navigate to Admin tools > Admin panel. Go to Templates > User templates. Locate the User Template you wish to update and click the Edit button to the right. In the user template detail screen, select the System tab. Scroll down the page to the Admin User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">This guide provides the steps required to set the Admin User View at the Template system level, which will override the Global level setting. </span><span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: left; float: none; display: inline !important;">If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel.</span> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Go to Templates > User templates.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Locate the User Template you wish to update and click the Edit button to the right.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user template detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Admin User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span> </span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"><br></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046250365/original/VANNHrlR-93y-7ZagdLz-oSVIDHY7NEhdw.gif?1630578731" style="width: 429px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046250365"></span></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><em dir="ltr" style="box-sizing: border-box; font-style: italic; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
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Filters/Views - Changing the Admin User View - Template level
2021-09-02T12:34:27+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: System Setup. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Reporting User View at the Global system level. This view will apply a master level user filter to reports that are run in Edays. Step by step guide: Navigate to: Admin tools > Admin panel. Go to Global > System setup. Scroll down the page to the Reporting User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: System Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231); user-select: auto; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">This guide provides the steps required to set the Reporting User View at the Global system level. <span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">This view will apply a master level user filter to reports that are run in Edays.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Step by step guide:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px;"><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to: Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Global > System setup.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Reporting User View setting.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: The list of people the current user approves, including alternative authorisation.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: The list of people the current user approves, excluding alternative authorisation.</span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the Save button at the foot of the page.</span></span></span></li></ul><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br></p><p dir="ltr"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046240325/original/VhFRHzzmN7vxn1HqTMtMN_0JX5IbKjg2jA.gif?1630576149" style="width: 427px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046240325"></p><p dir="ltr"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
77000317934
71
77000230943
2021-09-02T10:55:46+01:00
77037503209
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2
0
0
Filters/Views - Changing the Reporting User View - Global level
2021-09-02T10:55:47+01:00
77015005521
1
2020-05-22T13:55:54+01:00
2
1
The Custom filters feature in e-days allows admins to easily customise who users are able to see within e-days to incredibly specific levels. You can create whatever view you need and then assign it to the relevant users you need it to apply to. The feature is located under Admin > Global > Custom filter setup; here you will see a list of any existing filters you've created already, but more importantly you can hit the Add new button at the top of the page to start creating a new custom filter. You can follow the steps below to guide you in creating and applying custom filters. Creating a Custom filter Navigate to Admin > Global > Custom filter setup and select Add new Name the filter and select Save You can then specify which users should fall into this view, this can be done in 4 different ways: Specify groups: This allows you to include users that fall under a certain Country, Location, Team, or any other Group type, in this view. For each level you'll also have a My own option; this shows any user the view is applied to their own group of this type. Specify user templates: User templates Include authorises, self, reportees and leavers: Add own authoriser Add own record Add own reportees Include leavers who are within these groups/templates Specify individuals: You can start typing a user's name to search for them, then click add and they'll be included in the list for this view. You can do this multiple times, and this area allows you to get really specific with the view you're creating Finally, you can view a list of users who you've included in this view, and, if you'd like, you can click Remove to exclude any specific individuals from the view. (Do bear in mind that if you've selected My Own for a group, the users displayed for this can vary when you apply the view to users, so they will not appear in this list) Once you're happy with the list of users you've created, click Save and the filter will be created. Once you have completed the above, you will then be able to assign on either, Global, Template and User. If you would like to enlarge the video, please click on it to expand.
<div dir="ltr" style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span dir="ltr" style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">The Custom filters feature in e-days allows admins to easily customise who users are able to see within e-days to incredibly specific levels. You can create whatever view you need and then assign it to the relevant users you need it to apply to.</span></div><div dir="ltr" style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br>The feature is located under Admin > Global > Custom filter setup; here you will see a list of any existing filters you've created already, but more importantly you can hit the Add new button at the top of the page to start creating a new custom filter. You can follow the steps below to guide you in creating and applying custom filters.<br></span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Creating a Custom filter</span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin > Global > Custom filter setup and select <strong>Add new</strong></span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Name the filter and select <strong>Save</strong></span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">You can then specify which users should fall into this view, this can be done in 4 different ways:</span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specify groups: </span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">This allows you to include users that fall under a certain Country, Location, Team, or any other Group type, in this view. For each level you'll also have a My own option; this shows any user the view is applied to their own group of this type.</span></span></li></ol></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specify user templates: </span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">User templates</span></span></li></ol></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Include authorises, self, reportees and leavers:</span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Add own authoriser</span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Add own record</span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Add own reportees</span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Include leavers who are within these groups/templates</span></span></li></ol></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Specify individuals:</span></span><ol><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">You can start typing a user's name to search for them, then click add and they'll be included in the list for this view. You can do this multiple times, and this area allows you to get really specific with the view you're creating</span></span></li></ol></li></ol></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Finally, you can view a list of users who you've included in this view, and, if you'd like, you can click Remove to exclude any specific individuals from the view. (Do bear in mind that if you've selected My Own for a group, the users displayed for this can vary when you apply the view to users, so they will not appear in this list)</span></span></li><li style="margin: 0px; padding: 0px; line-height: 1.7; list-style-type: disc;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Once you're happy with the list of users you've created, click Save and the filter will be created.</span></span></li></ol></li></ol><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p><span style="font-size: 14px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif;">Once you have completed the above, you will then be able to assign on either, <a href="https://support.e-days.com/support/solutions/articles/77000492361-custom-filter-global-assignment">Global</a>, <a href="https://support.e-days.com/support/solutions/articles/77000492362-custom-filter-template-assignment">Template </a>and <a href="https://support.e-days.com/support/solutions/articles/77000492360-custom-filter-user-assignment">User</a>.</span></span></p><p><br></p><p><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028689961/original/Xgk-wspVQNtdx9tKmmQo6gLYi7sc4ItgAg.gif?1616765389" style="width: 471px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028689961"></span></span><span style="font-size: 12px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"></span></span></p><p><em>If you would like to enlarge the video, please click on it to expand.</em></p><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><p><br></p></span></span><p></p><p><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p></div>
77000317934
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77000230599
2021-09-01T22:03:03+01:00
77037503209
10
2
2
1
Filters/Views - Custom filter configuration
2021-09-01T22:03:03+01:00
77015005521
1
2020-05-22T15:33:40+01:00
2
0
This guide has been created for system administrators. Specific role permissions may be required, including: System Setup. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Calendar User View at the Global system level. This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages. Step by step guide: Navigate to: Admin tools > Admin panel. Go to Global > System setup. Scroll down the page to the Calendar User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: System Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231); user-select: auto; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">This guide provides the steps required to set the Calendar User View at the Global system level. <span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Step by step guide:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px;"><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to: Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Global > System setup.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Calendar User View setting.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: The list of people the current user approves, including alternative authorisation.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: The list of people the current user approves, excluding alternative authorisation.</span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the Save button at the foot of the page.</span></span></span></li></ul><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: left; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046239453/original/RukcKoazUW0ymvOxN90qANa_3D9VIAIrzQ.gif?1630575916" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046239453"></p><p dir="ltr"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p>
77000317934
87
77000230945
2021-09-02T10:54:28+01:00
77037503209
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2
2
0
Filters/Views - Changing the Calendar User View - Global level
2021-09-02T10:54:28+01:00
77015005521
1
2020-11-05T10:40:57+00:00
1
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This guide has been created for system administrators. Specific role permissions may be required, including: Users | User Templates | System Setup. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. The User Views are divided into the following: Admin User View - If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel. Staff Records User View - If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens. Calendar User View - This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages. Reporting User View - This view will apply a master level user filter to reports that are run in Edays. Directory User View - If your system has the employee directory feature activated, this view will determine which directory profiles are accessible. Each of the user views can be set to one of the following: Everyone - The ability to see all system users. Reportees - Authorisers will be able to see all the people who are assigned to them as a standard reportee, as well as any users for which they are set as the alternative authoriser. To view our guide to authorisation setup, please click here. Direct Reportees - Authorisers will be able to see all the people who are assigned to them for standard authorisation only. My Record - Restricted to only seeing your own record. Custom - A custom view based on users included in a custom filter. To view our guide to custom filter configuration please click here. Please note: You have the additional option to set descendant levels in respect of Reportees. User views can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click here. To review current user view settings please follow the steps below for the required system level. Global Level Navigate to Admin tools > Admin panel. Go to Global > System Setup Scroll down to User Views. Template Level Navigate to Admin tools > Admin panel. Go to Templates > User templates. Click edit to the right of the required Template. Select the System tab and scroll down to User Views. User Level Navigate to Admin tools > Users. Search for the required user and click edit against their name. Select the System tab and scroll down to User Views. If you would like to see a list of included users, click the Show users in view button. Related Guides: Filters/Views - Custom filter configuration
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users | User Templates | System Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Overview:</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a>. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">The User Views are divided into the following:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Admin User View</em> - If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel. </span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Staff Records User View</em> - <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens.</span> </span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Calendar User View</em> - This view determines which users will appear in the calendar on the Group Calendar or Manager Dashboard pages.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Reporting User View</em> - This view will apply a master level user filter to reports that are run in Edays.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em dir="ltr">Directory User View</em> - If your system has the employee directory feature activated, this view will determine which directory profiles are accessible. </span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Each of the user views can be set to one of the following:<br></span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Everyone</em> - The ability to see all system users.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><em>Reportees</em> - <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Authorisers will be able to see all the people who are assigned to them as a standard reportee, as well as any users for which they are set as the alternative authoriser. To view our guide to authorisation setup, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000501127" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><em>Direct Reportees</em> - <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Authorisers will be able to see all the people who are assigned to them for standard authorisation only.</span></span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><em>My Record</em> - <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Restricted to only seeing your own record.</span></span></span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><em>Custom</em> - A custom view based on users included in a custom filter. To view our guide to custom filter configuration please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><br></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial, Helvetica, sans-serif; color: rgb(184, 49, 47);">Please note:</span><span style="font-family: Arial,Helvetica,sans-serif;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">User views </span><font data-identifyelement="263" dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;">can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000501779" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></font><font data-identifyelement="265" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;">.</font> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">To review current user view settings please follow the steps below for the required system level.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p style="border-left: 5px solid #54b833; padding-left: 5px; margin-top: 3px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Global Level</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to Global > System Setup</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Scroll down to User Views.<br></span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p style="border-left: 5px solid #ab89c7; padding-left: 5px; margin-top: 3px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Template Level</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Admin panel.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to Templates > User templates.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click edit to the right of the required Template.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Select the System tab and scroll down to User Views.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p style="border-left: 5px solid #fcaf17; padding-left: 5px; margin-top: 3px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">User Level<br></span></span></span></p><div style="clear: both;"><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click edit against their name.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Select the System tab and scroll down to User Views.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">If you would like to see a list of included users, click the Show users in view button.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-size: 13px;">Filters/Views - Custom filter configuration</span></a></span></span></p></div>
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Filters/Views - User view configuration - Overview
2021-09-10T09:13:13+01:00
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2020-05-22T15:34:34+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: System Setup. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Staff Records User View at the Global system level. If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens. Step by step guide: Navigate to: Admin tools > Admin panel. Go to Global > System setup. Scroll down the page to the Staff Records User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: System Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="box-sizing: border-box; background-color: transparent; color: rgb(0, 92, 231); text-decoration: none; user-select: auto; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px;" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">This guide provides the steps required to set the Staff Records User View at the Global system level. <span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you are set to the 'Standard Administrator' or 'Standard Authoriser' role, or your role includes authoriser type role permissions, this view determines the staff records that you will have access to in the admin panel or front-end dashboards screens.</span><span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;"> </span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); text-align: start;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Step by step guide:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Navigate to: Admin tools > Admin panel.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Go to Global > System setup.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Scroll down the page to the Staff Records User View setting.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Reportees: The list of people the current user approves, including alternative authorisation.</span></span></span></li><li style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Everyone: Every active user in your system</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Direct Reportees: The list of people the current user approves, excluding alternative authorisation.</span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Click the Save button at the foot of the page.</span></span></span></li></ul><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: border-box;"></p><p style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></p><p dir="ltr"><br></p><p dir="ltr"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046238408/original/3t-F9fkZks1-Uf4w5OAK0zqw5XuWCY5Fkg.gif?1630575615" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046238408"></p><p dir="ltr"><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p><p dir="ltr"><br></p>
77000317934
50
77000230948
2021-09-02T10:53:54+01:00
77037503209
11
2
0
0
Filters/Views - Changing the Staff Records User View - Global level
2021-09-02T10:53:54+01:00
77015005521
1
2020-12-08T13:09:51+00:00
0
0
This guide has been created for system administrators. Specific role permissions may be required, including: Users. Please note: The employee directory is an additional, paid feature. For more information about how to purchase the employee directory feature, please contact customersuccess@e-days.com. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Directory User View at the User system level, which will override the Global level and Template level settings. If your system has the employee directory feature activated, this view will determine which directory profiles are accessible. Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the edit button against their name. In the user detail screen, select the System tab. Scroll down the page to the Directory User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system. Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><br></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"> The employee directory is an additional, paid feature. For more information about how to purchase the employee directory feature, please contact <a href="mailto:customersuccess@e-days.com">customersuccess@e-days.com</a>.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their</span> <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;"><span dir="ltr" style="font-weight: 400; text-align: start; text-indent: 0px; display: inline !important;">This guide provides the steps required to set the Directory User View at the User system level, which will override the Global level and Template level settings. </span><span dir="ltr" style="box-sizing: border-box; font-weight: 400; text-indent: 0px; text-align: left; display: inline !important;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">If your system has the employee directory feature activated, this view will determine which directory profiles are accessible.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"> </span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools > Users.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the edit button against their name.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the System tab.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Directory User View setting.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="box-sizing: border-box; margin-bottom: 4px; margin-left: 0px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: circle;"><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Reportees: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">The list of people the current user approves, including alternative authorisation.</span></span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Custom: <span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000230599" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a></span>.</span></span></span></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: T<span style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">he list of people the current user approves, excluding alternative authorisation.</span> </span></span></span></li></ul></li><li dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin-bottom: 0px; margin-left: 0px; word-break: normal; overflow-wrap: break-word;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">Click the Save button at the foot of the page.</span></span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span dir="ltr" style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start; color: rgb(184, 49, 47);">Please note:</span><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; text-align: start;"> You have the additional option to set descendant levels in respect of Reportees.</span></span></span></span></span></p><p><br></p><p data-identifyelement="256" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; padding-top: 4px; color: rgb(24, 50, 71);"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px;"><span dir="ltr" style="font-size: 12px; font-family: Arial, Helvetica, sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046271052/original/CSZ8pL5wURfygtbSe9ZcXhypoivgbCE44w.gif?1630584437" style="width: 427px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046271052"></span></em><em dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-weight: 400; text-align: start; text-indent: 0px; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><br style="box-sizing: border-box;"></span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></p><p style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="box-sizing: border-box; color: rgb(0, 92, 231);" target="_blank" dir="ltr"></a><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a></span></span></span></p><p><br></p>
77000317934
51
77000481172
2021-09-02T13:10:30+01:00
77037503209
11
2
0
0
Filters/Views - Changing the Directory User View - User level
2021-09-02T13:10:30+01:00
77015794633
1
2020-05-22T15:34:59+01:00
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This guide has been created for system administrators. Specific role permissions may be required, including: System Setup. Overview: The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their role permissions. The users that can be viewed in respect of these features and functions is determined by the User View settings. This guide provides the steps required to set the Admin User View at the Global system level. If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel. Step by step guide: Navigate to: Admin tools > Admin panel. Go to Global > System setup. Scroll down the page to the Admin User View setting. Click the dropdown and select the desired value: My Record: The current user only. Reportees: The list of people the current user approves, including alternative authorisation. Everyone: Every active user in your system Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click here. Direct Reportees: The list of people the current user approves, excluding alternative authorisation. Click the Save button at the foot of the page. Please note: You have the additional option to set descendant levels in respect of Reportees. If you would like to enlarge the video, please click on it to expand. Related Guides: Filters/Views - User view configuration - Overview
<p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: System Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">The access to the Edays features and functions that a user is provided with is determined by their role and, subsequently, their <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a></span><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">. The users that can be viewed in respect of these features and functions is determined by the User View settings.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">This guide provides the steps required to set the Admin User View at the Global system level. <span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">If you are set to the 'Standard Administrator' role, or your role includes administrator type role permissions, this view determines the user profiles that you will have access to in the admin panel.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">Step by step guide:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools > Admin panel.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to Global > System setup.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Admin User View setting.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the dropdown and select the desired value:</span></span></span><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">My Record: The current user only.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Reportees: The list of people the current user approves, including alternative authorisation.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Everyone: Every active user in your system</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Custom: People determined from a custom filter. To view our guide to custom filter configuration, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000501127" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Direct Reportees: The list of people the current user approves, excluding alternative authorisation.</span></span></span></li></ul></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the Save button at the foot of the page.</span></span></span></li></ul><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; color: rgb(184, 49, 47);">Please note:</span><span style="box-sizing: border-box; color: rgb(0, 0, 0); font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif;"> You have the additional option to set descendant levels in respect of Reportees.</span> </span></span></span></p><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046236126/original/9BGLj_4gxC5OmDGlWDM0oNh4BDmK3oZopg.gif?1630575047" style="width: 426px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046236126"></p><p dir="ltr"><em dir="ltr" style="box-sizing: border-box; font-style: italic; font-family: Arial, Helvetica, sans-serif; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></p><p><br></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Related Guides:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000475993" rel="noreferrer" style="color: #005ce7;" target="_blank">Filters/Views - User view configuration - Overview</a><br></span></span></span></p><p><br></p>
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Filters/Views - Changing the Admin User View - Global level
2021-09-02T10:53:07+01:00
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