Using Business And Division Fields In The Customer Details Section To Limit Access for User Accounts
Super Users can use the business and division fields in the customer details section and limit access for users.You can assign any trading partner a business and a division for several purposes. This can be used to limit user access to their accounts only.
1. Update the Customer Details Section in Partner Portal with the desired Business and Division fields
2. Go to the Company Page in the Partner Portal and edit the User account with the desired Business and Division
If you want to give access only to the “A” businesses that are also Division “1”, you would end up with the expression: “A/1;”. Type it in the Business/Division field outlined below.
Note: You always need to account for both the business and the division using the slash in between, even when either the business or division is blank.
There are many ways you can use this to filter SpokeCo access. The following are examples of different scenarios in which you can use this formatting to achieve different results:
|
Business |
Division |
|
|---|---|---|
|
Vendor 1 |
A |
1 |
|
Vendor 2 |
A |
2 |
|
Vendor 3 |
B |
1 |
|
Vendor 4 |
B |
3 |
|
Vendor 5 |
|
3 |
If you need to set up users with the following conditions:
-
User 1 to only have access to the TPs from Business A.
-
User 2 to only have access to the TPs from Division 1.
-
User 3 to only have access to the TPs from Division 3.
-
User 4 to only have access to the TP from Business B AND Division 3
Then for each of the scenarios, you would write the following:
User 1: A/1;A/2
User 2: A/1;B/1
User 3: B/3;/3
User 4: B/3