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Purchase Order Own Access
The Purchase Order Own Access module enhances the management of purchase orders and request for quotations (RFQs) by restricting visibility based on user roles. It ensures that each purchase representative can only view the purchase orders or RFQs assigned to them, rather than all documents in the system. This functionality adds a layer of security and streamlines access control. The module supports two security groups: "Own Purchase Documents Only," allowing restricted visibility, and "All Purchase Documents," granting access to all purchase orders and RFQs within the system.
Features
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Features
Restrict Purchase Order Visibility
This feature allows administrators to assign purchase orders and RFQs to specific representatives, ensuring they can only view the orders they are directly responsible for. This restriction helps prevent unauthorized access to sensitive procurement data, making the system more secure and tailored to individual user roles.
Two Security Groups
The module includes two security groups that define user access levels:
Own Purchase Documents Only: Users can only see the purchase orders and RFQs assigned to them.
All Purchase Documents: Users can view all purchase orders and RFQs across the system. This flexibility allows organizations to control access based on user needs and roles.
All Purchase Documents
For users who need broader visibility, the "All Purchase Documents" feature allows access to all purchase orders and RFQs across the system.
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1.) User Settings Configuration
In the settings menu, administrators can assign the Own Purchase Documents Only or "All Purchase Documents" security groups to each purchase representative.
2.) Viewing All Purchase Orders and RFQs
When a user is assigned the All Purchase Documents security group, they can view all purchase orders and RFQs within the system.
3.) Viewing Own Purchase Orders and RFQs
If a user is assigned to the Own Purchase Documents Only security group, they can only view the orders and RFQs that are directly assigned to them.
User Guide
