How to setup the system to let user only view data of the company that they sign in to

Hello,

I have seen two logins used to limit the transactions to one company at a time. This idea will work for some - not everyone will appreciate signing out and back in to switch companies, or perhaps logging in twice at the same time (two different browsers?).

Example:

Laura@Company1  : This User is in Company 1’s Branch Role, plus functional roles like AP, AR

Laura@Company2  : This User is in Company 2’s Branch Role, plus functional roles like AP, AR

Laura

Hi, you could try using filter by branch on the GIs. If a user has access to both companies, they will be able to see all transactions. To separate these transactions, you could create advanced filter on the GI by company. 

Transaction from Company 1:

Company 2 transaction:

Filter Setting

Hope this helps!