Visibility Groups

Description

Divide all of your material items into different groups so that individual users can not immediately see items that are not relevant to them. For instance, let sales staff only see products so they are not presented with all purchased components used in manufacturing.

One item can be in one visibility group e.g. “ Products”. One user can be given access to multiple visibility groups e.g. “Products” and “Spare parts”.

Note that staff will still be able to see other items if they have user rights to areas outside of that covered by visibility groups. For instance a salesman who has rights to see purchase orders will be able to see items on purchase orders.

Benefits

1. Simplify life for your users by making selection lists much shorter showing only items relevant to them.
2. Reduce data entry errors.

Getting started

1. Ensure that the “Visibility Groups” extension is licensed on your account.
2. Plan how many and the names of your visibility groups depending on your operational requirements. Enter this list in system settings.
3. Set the visibility group for each item (contact support if you need to do bulk updates, for instance based on item families
4. Set one or more visibility groups for each user. Each user must have one visibility group.