Can I limit which Accounts and Categories are visible to my team members based on their Team?
Yes. You can suggest which Accounts and Categories your users should use when generating Requests in ControlHub based on their Team. To do so:
- Head over to the Company Settings tab.
- Go to the Categories subtab.
- Select the Categories you want to need on the left side of the screen.
- To the right of the screen, you will find the Category/Account Elements section and next to each one, the Teams column will display whether that category is visible to all teams or a specific one.
- Click the team shown and a dropdown will be available for you to select a team of your choosing.
- After all changes have been made, click on the Save button at the top-right corner of the current screen.
Additionally, after you have imported your Categories from your ERP, you can assign what’s visible to each team when creating a Request. To do this:
- Head over to the Company Settings tab.
- Go to the ERP subtab.
- Find the Categories you want on the list and sort by Elements if needed to narrow down your search.
- In the Teams column, assign the team(s) to the respective category. Click the team shown and a dropdown will be available for you to select teams of your choosing.
- Changes will be saved automatically.
