Who this guide is for: System administrators – Requires 'System Admin' role
Overview:
This guide explains how to assign a Custom View filter to specific user view permissions at the Template level—including admin views, calendars, staff records, and more.
How Custom View Filters Work:
Custom Views allow you to control which users, records, or data sets are visible within different areas of the system. Assigning these filters at Template level ensures consistent visibility rules for groups of users.
How to Set Up Custom View Filters at Template Level:
- Go to Admin > Templates > User Templates.
- Find the relevant template and click the Edit button on its row.
- Scroll to the User View Settings section.
- For each applicable area (e.g. Admin User View, Staff Records User View, Calendar User View, Reporting User View, Directory User View), do the following:
- Set the dropdown to Custom.
- A box will appear—select the relevant Custom View filter from the dropdown list.
- Once all desired views are set, scroll to the top and click Save Template.
Additional Information:
- Custom View filter: A pre-defined filter that limits visibility of users, absences, or other data based on conditions.
- User View Settings: Control what data users can see in different system areas.
- Requires 'System Admin' role to assign views at Template level.
- Tip: You must create the Custom View filter in System > Custom Views before assigning it to a template.
- The Directory User View option may not be visible unless enabled—contact Support if unsure.
- Use the search function within the platform to quickly find features or settings.