You can restrict the access of a user or a team to a column group. This provides flexibility to users to configure access and ensures that sensitive information can only be access by appropriate users within the procurement schedule.
Users will need Edit Procurement Schedule Configurations permissions to configure access to column groups.
To add a user or a team permission:
- A restricted column group will have an exclamation point encircled icon before the column group name.
View and edit access to column groups allows you to view the columns and/or edit the cell values on the procurement schedule.
Permissions will apply to all columns within the column group.
If you are using Procurement Schedule Views, restrictions will apply to all views where these columns are used.
Restricted column groups won't be included on the procurement schedule export if the column group is restricted for the user who is performing the export. This applies both to Export current view and Export all data features.
A user will be able to view Budget, Target, and Forecast fields in the RFQ workflow even if they can't access them on the procurement schedule.
If you would like a user to always see all restricted groups, use View Restricted Column Groups permission in security groups.
If you would like a user to always be able to edit all restricted groups, use View Restricted Column Groups and Edit all packages permissions in security groups.