Purpose Statement

This article explains how to create and manage custom views within the Roles & Permissions section. Custom views allow administrators to filter, organize, and display role data in a way that improves visibility and efficiency when managing user access.

Background Information

Within the Roles & Permissions module, agencies often manage a large number of roles with varying access levels. Custom views allow users to tailor the table display by applying filters, adjusting columns, and controlling visibility. This is particularly useful for administrators who need to quickly identify active roles, audit permissions, or segment roles by criteria such as status or usage.

Required Permissions

• Admin Roles 
• Admin Settings - Read 
• Admin Apparatus List Saved Views - Create 
• Admin Apparatus List Saved Views - Update 

Video

Step-by-Step Guide
 

Navigate to Roles & Permissions

• Click the First Due logo
• Select Admin
• Click Roles & Permissions

Access View Options

• Locate the table displaying existing roles
• Click the three horizontal dots (more options menu)
• Select Add View

Configure View Settings

• Enter a name for the custom view

• Define filter criteria (e.g., Status = Active)

• Choose how the data should be filtered and displayed

Set Sharing Preferences

• Select who can access the view:
  • Just yourself
  • Everyone
  • Selected users
• Optionally allow others to edit or apply changes to the view

Adjust Pagination

• Set the default number of results displayed per page

Customize Columns

• Click the Columns button

• Add or remove columns as needed

• Reorder columns by dragging them into position

• Pin important columns for consistent visibility

• Apply sorting preferences to organize data

Save the Custom View

• Click Save to create the view

Apply a Saved View

• Use the view dropdown menu to select your custom view

• Access additional filtering options via the Filter button

Best Practices

• Create standardized views for common administrative tasks (e.g., Active Roles, Limited Access Roles)
• Use clear, descriptive names for views to ensure easy identification
• Limit shared editing permissions to prevent unintended changes
• Pin key columns such as Role Name or Status for quick reference
• Regularly review and update views to reflect organizational changes

Troubleshooting & FAQs

Q: Why can’t I create or edit a custom view?
A: You may not have the required permissions to manage roles or saved views. Contact your system administrator for access.

Q: Why are my filters not showing expected results?
A: Verify that your filter criteria (such as status or role attributes) are configured correctly and match existing data.

Q: Can other users modify my custom view?
A: Only if you shared the view with edit permissions enabled. Otherwise, it remains read-only for others.

Q: Why don’t I see my custom view in the dropdown?
A: Ensure the view was saved successfully and that it is shared with your user account or role.