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Hi all - I've got a couple different interfaces (one kanban, one list) where I want the info to be visible only to the assignee and their manager. I know how to make it only visible to the assignee (filter by Assignee is Current User) but where I'm getting stuck is allowing the manager to see all tasks regardless of who they're assigned to.

For example - Jordyn is the boss of Michael & Isaac. I want Michael and Isaac to each only see tasks assigned to themselves, but I want Jordyn to see all tasks assigned to either Michael or Isaac.

This feels like it should be simple but I can't figure it out. Again, I'm having this issue on multiple different interface elements across different bases.

Thanks!

Kelsey

The way to solve this is to create a brand new table of employees, along with their associated managers.

In this brand new "employees" table, your primary field would be "employee name".

Then, you would add 2 additional User fields: (1) Employee User and (2) Manager User. (Alternatively, you can have 2 email fields instead: (1) Employee's Email and (2) Manager's Email.)

Then back in your original "Tasks" table, you would create a linked record field that links to the Employees table, and you would choose your employee from that linked record field.

Then, you would add 2 lookup fields: The first lookup field would lookup the Employee User (or the Employee email address), and the 2nd lookup field would lookup the Manager User (or the Manager's email address).

Then, you would use those 2 lookup fields to filter your interfaces.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Hmm, I'm assuming you've already tied your Employee records to your Manager records in some form?  If so, add a lookup field to display the Manager's user data / email in your Tasks table and add an OR filter to also filter off of that lookup field

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