Purpose: There may be instances where you wish to hide or include users in the diary for different purposes. For example, you may have an office staff member who should not be displayed on the diary if they do not have any scheduled tasks assigned to them. Conversely, you might have an office staff member who has transitioned into an engineering role, and you now want them to appear on the diary so that you can assign jobs, schedule events, or create estimates for them.
- You cannot include a user on the diary if they are not set to "Appear on diary"
Changing a User's 'Appear on Diary' Settings
- Profile Icon > Settings > Users > Users > View > Edit business details > 'Appear on diary' > Toggle to Yes or No
Adding or Hiding a User on The Diary
- Go to Diary > Filters (on the right hand side) > Users > Tick users you wish to be seen / Untick users you wish to be hidden > Save