Access to information can be restricted on a location/budget or ownership basis. This allows for designated staff in a location to manage all requisitions for that location, or for officers that are associated with that location.


The functions that a user are entitled to perform are independent of the information they can access, see Standard User Roles.


When a user is configured for restricted staff access the items that can be placed on a Requisition are restricted based on the Rank and Role of the staff record or location entered on the requisition header, see Entitlement Catalogues and Roles and Ranks. The


To configure a Staff Record to allow restricted access:


Modify the Staff Record


Select the Staff Record from the Staff Screen and edit the setting on the System Tab.



Set the following fields:


Allow Restricted Access to Yes 

Allow Access To the required setting:


  • Staff - To Allow visibility of staff records only for a location 
  • Location - To Allow visibility of location records only
  • Staff and Location - To Allow both

 



Add Access Filters


From the Administration > Staff > Access Screen


Select the relevant staff record (Only staff that have the Allow Restricted Access setting will be displayed).


Add the relevant filters on each of the tabs displayed. A combination of filters is allowed.


Location Filter


Will allow the selected staff member to manage records associated with the specified locations.


Divisions Filter


Will allow the selected staff member to manage records associated with all locations within the specified division.


Company Filter


Will allow the selected staff member to manage records associated with all locations within the specified company. This requires that a Company > Division > Location structure has been implemented.


Budget Filter


Will allow the selected staff member to manage records associated with the locations that have the specified Budget as the default budget code.


Delivery Filter ( Not Implemented)


Will allow the selected staff member to manage records associated with the locations that have the specified Delivery Address as the default delivery address.



The tabs labelled Locations and Staff show the Staff and Locations that the combination of Filter will allow access to and are for information purposes only.


Restricted Staff Access also applies to Purchase Order Approvals, see https://datatecnix.freshdesk.com/a/solutions/articles/11000082302