An Administrator can limit the results of Contracts, Vouchers, or Invoices the User should have access to by adding a filter to the User by Business Unit. To do so navigate to the User section of the application, and under Administration select a specific user to add a Business Unit filter to.
Click on the edit icon to the right of the desired user record to begin applying filters.
A form will appear with a field called Business Units. Clicking the field will bring up a list of existing business units to filter the User by. The admin may also create a new business unit from this page by clicking the ‘+‘ icon next to the field.
Multiple Business Units may be assigned to one user to allow access to a variety of Contracts, Vouchers, or Invoices.
After selecting which Business Units a user will be filtered by, click ‘Save‘ to finalize changes.
The Business Unit filter will also determine which Notification a User will receive via email. For example, if a User has a Business Unit filter applied allowing only access to records in the ‘North Region’ Business Unit, this User will receive emails for records in the specified Business Unit(s) only.
