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Rumallen's avatar
Rumallen
Copper Contributor
Aug 16, 2021

List View Help

Hi All

 

I need help trying to configure list view by logged in user.

Currently we have the List Administrators, Marketing Managers and Individual Marketers. What I need to achieve is for the Administrators to view all list items, Individual Marketers to View only items that they have created, and for Marketing managers to view items that were created by the individual marketers that report to them.

 

TIA

Regards

Rumallen

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1 Reply

  • ianpokhrel's avatar
    ianpokhrel
    Tin Contributor
    Aug 16, 2021
    1) All items views are there by default you dont need to do anything for admins.
    2) for marketer you can create a view and filter with Created by [Me]
    3) And for Manager you can create a view and use group by functionality so manager will be able to view items created by individual marketer.