Hi All,
We have usecases across clients that are coming down to the User only seeing Records assigned to a Branch he is logged into.
The User has access to all Branches, but should only see Records that are (1) not restricted and (2) that are restricted to the Branch the User is logged into.
Currently/natively, it seems that ACM either gives you access to everything based on the Branch Roles assigned to the User, or the User needs to only be assigned to one Branch to apply the Restriction.
Using the Restrict Visibility on Master Records was our first choice until we realized that it applies on a role level rather than looking at what Branch the User is active in.
restriction Groups are also applicable.
Do we know if there is a workaround or other native options here to make this work?
There seems not to be a good way to do the following:
User works for both Branch 1 and Branch 2. (has both Roles assigned).
User is logged into Branch 1. User should only see relevant Vendors for Branch 1. Only when actively flipping to Branch 2 Vendors for Branch 2 should be visible.
There could be Vendors that are relevant for both, these would not have a Restriction flag on them.
This does not only apply for Vendors but system wide records that are Branch specific including Transactions.
Any thoughts?
