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! Important Tip ! |
This Primary Viewer filter fields can be used to narrow down which user will be identified as the Primary Viewer. By default, no values are available, thus you must use the filter options and click on the filter icon () to populate the list of users in the drop down. Once you have values displayed, you can select the desired person.
Designating a Primary Viewer is not required, and by default a value of <None Specified> will be assigned.
Data Security -- The set of users that may be included in the drop down list include any active users having the project viewer role.
Note: If a user removes them self as the Primary, and that action leaves them with no permission to be on this screen (ie they do not have some other permission such as via Org Access or an Administrative role, etc), the save will be successful but the user will be redirected back to the Project List.
The options available to refine the items included in the drop down list include:
Org Code and Last Name Filter Fields
Also, for more complex searching:
Learn more about using Wildcards in your filter criteria (e.g. % for all)
Learn more about comma separated lists
Note that after making any changes to the filter criteria, you will need to click on the filter icon () or enter to re-populate the drop down selection list.