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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