Introduction
Administrators can control user visibility of Business Entities (Companies) based on Internal Contact assignments. This feature is controlled within User Roles. When enabled on a given User Role, users assigned to that role can only access Business Entities where they are currently assigned as an Internal Contact.
Please note: This feature cannot be used to restrict an Edit User from modifying the entities they have access to. To restrict an Edit User from editing an entity, use the Access Levels feature of User Roles.
Restrict Business Entity visibility to current Internal Contacts
In this scenario, we want users within the User Role Verifiers to only see those Business Entities for which they are a current Internal Contact.
1. From the Hub Toolbar, navigate to Admin> GEMS Administration> User Role Management.
2. The User Role Search tab opens. Select the desired User Role. In this scenario, we'll select Verifiers.
3. The Basics page of the selected User Role appears. Click EDIT.
4. Tick the Users in this User Role will only be able to see Business Entities if they are a current Internal Contact checkbox, then click SAVE.
