Difference between revisions of "Make a List View Available to Multiple Roles"
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[[Image:Configuration_global_settings.png|link:]]<br />2. Click on the tab titled '''Organizations & Users'''<br /> | [[Image:Configuration_global_settings.png|link:]]<br />2. Click on the tab titled '''Organizations & Users'''<br /> | ||
3. In the '''Account Settings''' section, click on the '''List Views''' hyperlink<br /> | 3. In the '''Account Settings''' section, click on the '''List Views''' hyperlink<br /> | ||
| − | [[Image:Organizations_List_Views.png|link:]]<br />4. Click on the '''New''' or '''+''' icon to create a new list view or edit an existing list view.<br /> | + | [[Image:Organizations_List_Views.png|link:|600px]]<br />4. Click on the '''New''' or '''+''' icon to create a new list view or edit an existing list view.<br /> |
[[Image:New_icon.png|link:]]<br />5. Locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br /> | [[Image:New_icon.png|link:]]<br />5. Locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br /> | ||
| − | [[Image:Listview_lookup.png|link: | + | [[Image:Listview_lookup.png|link:]]<br /> |
6. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br /> | 6. Checkmark all selected roles, click '''OK''' to add selected roles to the '''Role''' field.<br /> | ||
[[Image:List_view_roles.png|link:]]<br /> | [[Image:List_view_roles.png|link:]]<br /> | ||
Revision as of 16:46, 11 January 2016
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This article will explain how you can implement this feature for use on your SmartSimple system. |
Overview
This feature allows multiple roles to a be added to a single list view. Before this update, one role associated with a list view.
Note: Global Administrator privileges are required to configure this feature.
How to implement it?
1. Under the Configuration menu, click on Global Settings.
2. Click on the tab titled Organizations & Users
3. In the Account Settings section, click on the List Views hyperlink
4. Click on the New or + icon to create a new list view or edit an existing list view.
5. Locate the Role field and use the Lookup button to add all applicable roles.
6. Checkmark all selected roles, click OK to add selected roles to the Role field.
7. Modify any other desired options, click Save
Also See
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Click here to learn why this feature is a benefit to your organization. |
