Assigning Users to User-Defined Views

If you create a view that could be useful to other users, you can assign that view to an individual user, a group of users, or to a template. If you have a set of views for various windows in the system, use a template and assign all the appropriate views to that template.  If you want to share a view with select users that are not part of a template, you can assign the view to an individual user, or a group of users.

You must be assigned the SOLAR.UD.VIEW.ASSIGN authorization key to create view templates and add views to templates.

To assign users to user-defined views:

  1. From any window that has different views, click the icon in the upper right corner of the table and select User-Defined View Maintenance from the list.

You can also access User-Defined View Maintenance by selecting User-Defined View Maintenance from the menu that you use to change views in the window.

  1. From the Templates menu, select Assign Users to View to display the User-Defined View Customization - Assign Users to View window.

  2. In the User / Role field, enter the user, user group, or role to which you want to assign the view.

Note: For a user, enter the user ID or the user name. For a user group, enter ALL, press Enter to select the user group from the list. For a role, enter !, press Enter to select the user group from the list.

  1. Click OK to return to the User-Defined View Maintenance window.

  2. Save your changes and exit the window.

See Also:

Creating and Assigning User-Defined View Templates to Users

Assigning User-Defined Views to Templates