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How do I create a new custom user view?

Why might I need to use a Custom User View?

Custom User Views can be used when you need a particular view which is not available in the standard dropdown options. For example, a Director who should be able to see three or four specific teams within the organisation.

By creating a Custom User View, you can decide exactly which users are included in this view. Once created, this can then be be assigned to the relevant users in the 'User View' settings. (This can be set at Global/Template/User level)

How to Create a new Custom User View?

The feature is located under Admin > Global > Custom user view setup. You will see a list of any existing custom views already created, but, more importantly, you can click the '+ Add new' button at the top of the page to start creating a new custom user view.

Step by step guide:

  • Navigate to Admin > Global > Custom user view setup and select '+Add new'
  • Name the custom user view and select Save
  • You then need to specify which users are included in 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. 
      • For each group option you'll also see a 'My own' option; this option will include any user that is within the same group as that person. 
    • Specify user templates: 
      • Choose a particular User template
    • 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:
    • Maybe you need to add an individual to a view but don't want to add everyone in their group or template. The specify individuals section allows you to type an individual users name and manually add them to the view. 
  • Finally, you can view a list of users who you've included in this view, and, if you like, you can click Remove to exclude any specific individuals from the view.
  • Please note: if you've selected My Own for a group, the users included in the custom view is contextual, so they will not appear in this list.

Once you're happy with the list you've created, click Save and the custom user view will be ready to use.

How to apply a new Custom User View?

Customer User Views can be applied at the Global/Template/User level, for this example we will set it at a user level. 

  1. Navigate to Admin > User > Search the user name > Click edit > System tab > User View Settings
  2. Select the 'User View' setting you want to update, click Custom. 
  3. All of your Customer User views you have in the system will show as options, so select the correct one. 
  4. Make sure to click Save at the bottom of the page before finishing. 

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