• Restrict user view to only the customer(s) a certain user is dealing with
• Can define by Customer Individually or their Customer Posting Group
• Restrict user view to only the vendor(s) a certain user is dealing with
• Can defined by Vendor Individually or their Vendor Posting Group
• Restrict user view to the dimension(s) they are associated with.
• One popular example is restricting users by the department they are assigned to
• This can be defined at a general ledger, sales, or purchasing level
• Restrict user view to only the GL Accounts they are associated with
• Example - Sales department may only need access to the Sales GL Accounts
• More narrowly define a users data view by giving them access to records assigned to their Salesperson or Purchasers Code.
• Enable the ability to block visibility to AR, AP, and GL Balances
• More control around who can see item cost and who can post inventory journals and adjustments.

Download Links

The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Advanced User Management - Setup and Overview

Advanced User Management - Toolbox Tuesday Episode 18

Product Screenshots

Advanced User Management Walkthrough - Restrict Customers