I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.

Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.

In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.

In your experience, when do you choose one method over the other?