Difference between revisions of "Make a List View Available to Multiple Roles"
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==Overview== | ==Overview== | ||
| − | This feature allows multiple roles to a be added to a single list view. | + | This feature allows multiple roles to a be added to a single list view. [[Global Administrator]] privileges are required to configure this feature. |
| − | + | ==How to implement it?== | |
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| − | == | ||
| − | + | 1. Under the '''[[Configuration Menu]]''', click on '''[[Global Settings]]'''.<br /> | |
| + | <!-- [[Image:Configuration_global_settings.png|link:]]<br /> --> | ||
| + | 2. Click on the tab titled '''Organizations & Users'''<br /> | ||
| + | 3. In the '''Office & Account Settings''' section, click on the '''[[List Views]]''' hyperlink<br /> | ||
| + | [[Image:Organizations_List_Views.png|link:|600px]]<br /><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 /><br /> | |
| − | + | 5. Locate the '''Role''' field and use the '''Lookup''' button to add all applicable roles.<br /> | |
| − | + | [[Image:Listview_lookup.png|link:]]<br /><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:]]<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 /><br /> |
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7. Modify any other desired options, click '''Save'''<br /> | 7. Modify any other desired options, click '''Save'''<br /> | ||
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==Also See== | ==Also See== | ||
| + | * List View Overview | ||
| + | * Configuring List Views | ||
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|Click [[here]] to learn why this feature is a benefit to your organization. | |Click [[here]] to learn why this feature is a benefit to your organization. | ||
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| − | + | [[Category:How]][[Category:List Views]] | |
Revision as of 10:54, 15 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. 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 Office & 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
- List View Overview
- Configuring List Views
