Last updated: 2025-12-02
Navigation - See Data For Button
Navigation - See Data For Button
)
The link for this help topic is:
In this Topic ShowHide)
- Overview
- Selecting the Users Whose Data You Want to See
](javascript:void(0);)
Overview
button is
available to users in offices that have office
security/-/introduction) enabled. Located at the top of every page in SmartOffice
Pro, this button lets you limit your view of data to that of specific
users or user groups for whom you proxy
(see Office
Security - User Proxies/-/user/proxies)). Examples of situations in which the See
Data For button is useful include:
-
A manager coaching a junior rep can
use the button to see exactly how the rep's book of business looks
in SmartOffice Pro.
-
An administrative assistant who works
with multiple reps can use the button to view one rep's book of business
at a time.
Note: When you use the See
Data For button, your view of other users' data is based strictly on their
user assignments/-/user/assignment).
For example, suppose you proxy for a user who has Super
User/-/super/users) privileges. If you view that user's data, you will see data for
the contacts to which the user is assigned, but you will not see other
data that the user has access to via those Super User privileges.
Selecting the Users Whose Data You Want to See
-
Click the See
Data For button to open the Available Users/User Groups dialog
box.
Note the All records option, which is
the default setting. It allows you to view all data in the office
that you normally have access to, plus the data of all users you proxy
for.
-
To limit your view to one or more users'
data, select the Data for specific users option.
SmartOffice displays a list of available users and user groups that
you can choose from (if you are a Super
User/-/super/users), all users and user groups in the office appear in the list).
-
(Optional) Use the All
users, Active users and Inactive users options to filter the list.
-
Select one or more users and/or user
groups.
Tip: If you
make multiple selections but decide you want to clear them all, you can
do so quickly by selecting the Clear
all selected items option.
-
(Optional) If you want SmartOffice
to automatically select the same users/user groups the next time you
want to view specific users' data, select the Remember
this setting option.
-
Select the OK
button. SmartOffice Pro now displays only the selected users'
data.
To change the data view at any time, select the See
again.
](javascript:void(0);)