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How do I manage or edit view access?

There are two ways to edit view access in View Manager. You can manage a specific view's access from the Manage Views page or you can manage a specific individual's views access from the Personnel page. View Membership is whether the personnel should be included in the view and View Access is whether the personnel should have access to the view.

 

MANAGE A SPECIFIC VIEW'S ACCESS

1. Hover over the row of the view you would like to manage and click the Edit View Access button at the far right.

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2. A panel will extend on the right allowing you view a scrollable list of personnel. A blue check next to the name means that person has access to the view.

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3. You can Select Departments and Personnel Types to narrow down the list of personnel you are viewing. You can also search for a specific personnel using the Search bar.

4. Click the row of the personnel to check or uncheck them as having view access. 

5. Once you review the list of personnel who have view access, click Save Changes.

 

PUBLIC URL

You can generate a Public URL link from Edit View Access panel of a specific view. Anyone who has this link can access this specific view's published schedule data on the web.

1. Click the link at the bottom of the panel and then Yes from the pop up to generate the URL.How_do_I_manage_or_edit_view_access_3.png

2. Copy the link and paste into any webpage to view the specific view's published schedule data.

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3. You can always click Delete to remove that URL from the web and regenerate a new unique URL if needed.

 

MANAGE A SPECIFIC PERSONNEL'S VIEWS MEMBERSHIP

1. Click the Personnel button in the top right corner of the View Manager home page.

2. Narrow down your search for an individual by using the Select Departments dropdown or by clicking the magnifying glass to extend the Search bar. 

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3. Hover over the row of the individual you would like to edit the view access of and click Edit.

4. You will first be brought to the Manage View Membership page. This is where you can manage the views that the personnel is a member of (if they should be included in the view, not if they should be given access to that view.)

The Available Views column on the left shows the available views that the personnel could be added to. The J Adams is a Member Of column on the right shows the views the personnel is already a member of.

You can narrow down your search with the Select Departments and Select Templates drop downs along with the Search bar in each column.

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5. To give membership of the personnel to an available view, click the name of the view from the Available Views panel to highlight it blue. Then click the right arrow > button in the center to move the view to the list of views the personnel is a member of. You can select multiple views at a time.

6. Similarly, to remove the membership of the personnel from a view, click the name of the view from the J Adams is Member Of panel. Then click the left arrow < button in the center to move the view to the list of Available Views. You can select multiple views at a time.

7. Save Changes at the bottom to confirm.

 

MANAGE A SPECIFIC VIEW'S ACCESS

 1. Click the Manage View Access button at the top of the page. This is where you can manage the views that the personnel has access to view.

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2. The Available Views column on the left shows the available views that the personnel could be given access to. The J Adams has access to column on the right shows the views the personnel already has access to.

You can narrow down your search with the Select Departments and Select Templates drop downs along with the Search bar in each column.

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3. To give the personnel access to an available view, click the name of the view from the Available Views panel to highlight it blue. Then click the right arrow > button in the center to move the view to the list of views the personnel has access to. You can select multiple views at a time.

4. Similarly, to remove the access of the personnel from a view, click the name of the view from the J Adams has access to panel. Then click the left arrow < button in the center to move the view to the list of Available Views. You can select multiple views at a time.

5. Save Changes at the bottom to confirm.

 

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