How can I restrict a role to only see their Purcha...
# ask-stanley-ai
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How can I restrict a role to only see their Purchase Orders (own and subordinates)?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To restrict a role to only see their Purchase Orders (own and subordinates), you can follow these steps: 1. Create a separate role for restricted PO access: This role should have the necessary permissions to view and approve Purchase Orders. 2. Set Employee restrictions to "Own and Subordinates Only": This can be done in the user role settings. This will ensure that the users with this role can only see and approve their own Purchase Orders and those of their subordinates. 3. Lock down the subsidiary in the role: This can help with further partitioning and ensuring that the users can only see the Purchase Orders relevant to their subsidiary. 4. Use the Employee Center role: The Employee Center role restricts users from being able to view any records except their own and subordinates. You can remove the Purchase Order permission for the other roles and only allow POs to be accessible via the Employee Center role. Remember, the user should be the direct supervisor and should have permission for PO set to full in the role's permissions to be able to see the POs of their subordinates. Please note that these steps should be adjusted according to your specific organizational structure and needs.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.892212
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.87512213
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.869262755
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