video1.0<iframe src="https://www.loom.com/embed/612ccf0592f64af3aba88939f2e87fdd" frameborder="0" width="2010" height="1507" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15072010Loomhttps://www.loom.com15072010https://cdn.loom.com/sessions/thumbnails/612ccf0592f64af3aba88939f2e87fdd-2a3c8098756cc8a6.gif279.164In this video, I walk you through the process of creating, setting, and updating leadership views, which provide users with read-only access to specific scopes of user data across the platform. I demonstrate how to create a new template, assign users, and set department and role-specific scopes, including the use of custom fields. We also explore how to proxy login as a user to see the impact of these views in action. I encourage you to follow along and set up your own leadership views to enhance your access to important user information. Let's take action to empower our firm leaders with better insights!