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In certain situations, you may wish to keep the entirety of your account list confidential. You may not want all of your employees to be aware of all of your accounts. The “Associated Accounts” dropdown allows you to select which accounts this particular employee has access to.
For example, if you select the account “Glock Warehouse” in this dropdown, when RBRETTA fills out reports, he will only see “Glock Warehouse” in his list of account options.
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Be advised that if no accounts are selected, the employee will see all accounts. |
ReferenceCreating Accounts in the Admin Portalto learn how to create an account.
Reference Associating Employees and Accounts for more information on account and employee association.