What are best practices for managing preferred for...
# administration
r
What are best practices for managing preferred forms, roles, and access across subsidiaries? I can set up unique roles for each subsidiary or region, (e.g. Controller - APAC, Controller - US), but are there more convenient and scalable methods for subsidiary wide controls? I've searched elsewhere for advice on this, but have not come up with much.
r
Obviously want to use the Legal Entity Restrictions in the role definition page. Some of our roles are confined to the sub others not.
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r
Thanks! I'll look into that. If I'm setting up custom entry forms for different subs, would you recommend creating unique roles in each sub, or using a subsidiary sensitive workflow to select the custom forms?