Site Access - Limiting user access to Invoices and Purchase Orders via ‘Sites’

Site Access - Limiting user access to Invoices and Purchase Orders via ‘Sites’

Introduction

Based on the ‘Site’ linked to a user account, you can limit access on the following boards:
Awaiting Invoice
Invoices
Inventory Purchase Orders
Outsource Purchase Orders


Example All Access

All Access – To be able to access information on the above boards from all sites configured in your printIQ, link the user account ‘Customer’ to the ‘MASTER FACTORY’ option:



The user will see a site selector dropdown on all of these boards.
These can be used to see ‘all’ or to filter to selected sites:

Awaiting Invoice Board


Invoice Board


Inventory Purchase Orders Board


Outsource Purchase Orders Board



Example Limiting Access

Limited Access – To limit access to information on the above boards to only show invoices and purchase orders from the site
related to the user,  link the user account ‘Customer’ to the required ‘site’ only:



When linked to a specific site, the user will not see any site selector on the boards and only see information relevant to their site.

Awaiting Invoice Board


Invoice Board



Inventory Purchase Orders Board


Outsource Purchase Orders Board





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