Manage visibility options for affected users fields

You can manage the visibility settings for the accountability template Affected Users fields.

  1. In the navigation bar, click Account > Accountability Templates.
  2. On the Accountability Templates screen, click an accountability template from the list or click New.
  3. On the accountability template details screen, click Settings.
  4. On the Accountability Template Settings screen, click the Affected Users tab.
  5. Optionally, in the Enable section, select the check box to enable targeting dependents in events.
  6. In the Enable Targeting section, select the check boxes next to each of the user targeting options you want to make visible to users who are creating events based on this template.
    Note: You must select at least one targeting method.
    You can show or hide any of the following options for targeting users:
    • By groups
    • By name
    • By advanced query
    • By location
    • By personal devices. This option displays a list of all personal devices you can make visible or hide from users who are creating events based on the template.
  7. In the Visibility in Event section, do one of the following:
    • Select Show Affected Users section, then select the check boxes next to each option you want to make available to users who are creating accountability events from the template.
      • Select Show as initially collapsed if you want the Affected Users section to display in its collapsed state when the template is first opened by the accountability event creator.
      • Select Show as read-only and prevent operator from editing if you want the accountability event creator to be able to see the Affected Users section without being able to edit any fields within it.
    • Select Hide Affected Users section if you do not want users who are creating accountability events from the template to be able to see the Affected Users section.
      Note: If a section of the template is not ready for publication, you cannot set the visibility options for that section to "Read-Only" or "Hide."
  8. Click Apply.