Users are able to view all companies that are active in the portal, and while they cannot see jobs that they do not have access to, they can still create a non-job related PO for any company. We are currently using the PO Module for Field Management for our employees in the field, and we want to simplify the process as much as possible. Employees should not be able to select a company if they have no job access for that company.
Gianluca Rovere
| Company | Amico |
| Job Title / Role | Project Coordinator |
| I need it... | Yesterday...Come on already |
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Hi Gianluca,
I heard you reached out to our support team to speak to me about this item. Can you find a time to meet through my scheduling tool here?
https://calendly.com/markcadman/30
Thanks!
Hi Gianluca,
Are you currently restricting POs created in the portal to only Job related POs?
Thank you
Hi Mark,
We are currently Restricting PO items to match the correct POCo, so the job list is only pulling jobs for respective companies. However, all of the companies are still visible, even to the users that do not have access to them. Example: Katherine has access to only company 6 jobs, however she can see company 1 and 7 even though she has access to no jobs. We cannot use the "Restricts PO Company to the Company of the logged in user" because some users need access to multiple companies as they create PO's on multiple jobs across multiple companies. Having the ability to restrict the companies our users see in the PO module would be very beneficial for us and our users. We want to make the interface as easy as possible.
Thanks,
Hi Team,
Are you currently using any of the following portal settings that can help restrict the options available to your users?
Restrict PO Items to a single item type within a PO
Line Types to enable in PO (comma separated)
to only show job line types
Restrict companies (JCCo, EMCo, etc.) on PO Items to match the header POCo
Restricts PO Company to the Company of the logged in user
Thanks!
I agree with this.