Set up View as Direct Reports

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Set up View as Direct reports to help managers guide their team members by viewing articles as seen by their direct reports on the Manager Hub.

    Antes de Iniciar

    Role required: admin

    Nota:
    • Change the glide.knowman.enable_view_as_user default value to True for the View as feature to work. The default value for this system property is False.
    • Update the portal system ID for ec_portal_viewas_association system property, in case you have a customized portal. Unless the default portal ID is changed to your customized ID, the feature does not work.
    • The feature works with Tokyo and later family releases.

    Por Que e Quando Desempenhar Esta Tarefa

    View as Direct report feature is useful for managers who have direct reports. Often, managers do not have access to certain location-specific or designation-specific Knowledge Base articles. Therefore, to help their respective team members, the managers can view the Knowledge Base articles as their respective direct reports.

    Use the following procedure to customize the View as experience for your employees with direct reports.

    Procedimento

    1. Navigate to All > Self-Service > Employee Center.
    2. From the Your team drop-down list, select Team members.
    3. To change the page view to Primary or Secondary depending on your preference, right-click on the page and select the Instance options.
    4. Opcional: To get a search engine experience, select Primary and select Save.
      Figura 1. Primary view option on View articles as page
      Primary view as provides a search bar along with the name of the direct report on top on the View articles as page.
    5. Opcional: To get a compact user experience, select Secondary and select Save.
      Figura 2. Secondary View option on View articles as page
      Secondary view option has the search bar beside the chosen direct report list view on the View articles as page.
    6. Opcional: Manage the number of Knowledge Base articles visible as a search result or add Pagination through the Search results Instance options.
      The default result is 15 articles.
      Figura 3. Search results for View as feature
      The knowledge base search widget shows a number of articles on the View as page.

    Resultado

    Set up the View as page experience, add pagination, and tweak the number of articles displayed as a search result to provide optimal user experience for a manager searching for Knowledge articles using the feature.