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Editing System View Access

This process is used to convert a user's custom view into a System View, making it visible to anyone in LMS.

Departments and Access

Primary Department Supported: Product Support / All Departments

Super Powers Needed? NO

Developer Support Needed? - NO

Common Situations
  • An internal team member requests a shared view that should be accessible to all users
  • A view has already been created but is only visible to the original creator
  • Product Support needs to enable "System View" so it can be used across teams
Important Considerations & Best Practices
  • Only the original creator of the view can enable the “System View” checkbox
  • Temporary access is required to update the view settings to allow "System View"
  • You must grant System Administrator access to the view owner before making changes
  • Always remove elevated permissions and clear proxy after completing the update
Instructions
1.Identify View Owner
  1. Determine the user who originally created the view
2.  Locate the View
  1. Navigate to the LMS screen where the view is used (example: Loans → Details or Loans → Loan Conditions)
  2. Confirm the correct view is selected
3.  Grant Temporary System Administrator Access
  1. Navigate to: Systems → Users
  2. Search for and open the user’s profile (view owner)
  3. Add the role: System Administrator
  4. Click Save and Close
4. Proxy as the User
  1. Click your name in the top-right corner of LMS
  2. Select Proxy
  3. Search for and select the view owner
5. Enable System View
  1. Navigate back to the screen where the view exists (example: Loans → Details or Loans → Loan Conditions)
  2. Select the view from the list needing to be updated
  3. Select the Settings (gear icon) next to the view search

     
  4. Click Modify
  5. Check the box labeled “System View”
      
    (Notice how the box is greyed out when the user does not have the correct access)
  6. Click Save
6. Remove Access and Exit Proxy
  1. Clear Proxy
  2. Navigate to: Systems → Users
  3. Open the user’s profile
  4. Remove the System Administrator role by selecting the role and clicking "Delete"
  5. Click Save and Close
Troubleshooting

  • Unable to enable System View:

    • Confirm you are proxied as the correct view owner
    • Verify the view was created by that user
  • View not visible to others after update:

    • Confirm the “System View” box was checked and saved

    • Ask users to refresh or re-open LMS
  • User cannot be proxied:
    • Verify the user has active LMS access

    • Confirm spelling when searching for the user