How do I set up data scoping restrictions?

Data scoping restrictions can be enabled by User Class.

  1. Navigate to the Data Scope Filters. This can be accessed from the Administration menu option, Users & Profile sub menu.
  2. Select the Class you wish to maintain from the ‘Select Class’ drop down option.
  3. Select the entity you wish to restrict from the ‘Pick Filter Type’ option.
  4. Update the Included field and Excluded field using the arrows to maintain the data that should be accessible and restricted to users within the defined class.
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  5. Click Refresh once complete.