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How to prevent transaction flow between two companies in one tenant?

  • November 12, 2024
  • 1 reply
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Hello! We created an additional company in an existing tenant that has 9 months of transactions. We are trying to give user access to either company 1, company 2, or both companies. 

We have separate ledgers for each company so the transactions between the two should be completely separated.

According to this community post Access rights for users that can switch among companies | Community, we created separate user roles for each company. Each user has company 1, 2, or both user roles assigned. The data separation works if the user only has one user role assigned (e.g. user with company 1 role see transaction in company 1, user with company 2 role see transaction in company 2). 

The issue is when user is assigned both roles (company 1 and 2), doesn’t matter which company the user is logged in, user sees all transaction from both companies combined. 

We need users who are logged into company 1 to only see transaction of that company. The data should not flow between the two companies, where when you are logged in to company 1, company 2 data is also there. 

Does anyone have idea on why data is flowing between the two companies? Please help! Thank you!

Best answer by MayomiRodrigo36

Hello ​@jzhu 

I’m not sure if this is a request that is possible to achieve. However, you can try creating some restriction groups to restrict data flow between two companies.

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=d787c1c7-174d-46a4-aafe-dc676d9dfa54

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Hello ​@jzhu 

I’m not sure if this is a request that is possible to achieve. However, you can try creating some restriction groups to restrict data flow between two companies.

https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=d787c1c7-174d-46a4-aafe-dc676d9dfa54


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