Who is this article for?

Administrators configuring user access and troubleshooting visibility issues.

Administrative access to authorisation and system settings.

This article explains where to access the settings and how to configure visibility settings to give your users only the level of access you need them to have.

Accessing system settings

To access system settings:

1. Go to More.
2. Select Administration.
3. Choose System Settings.

Restricting visibility

Locations

When enabled, users can only see Locations linked to their groups, adding an extra layer to the usual visibility rules.

How it works:

• Access depends on the user's groups and their linked Locations
• Limits Locations shown in dropdowns and the Universe tree
• Users with View Locations permission are exempt
• Administrators have no restrictions

Use case

Organisations with multiple regional offices can ensure users only see Locations relevant to their work.

Note

This setting affects Location visibility specifically. The requirement for groups to be linked to both Location AND Process for record visibility applies regardless of whether Restrict Locations is enabled.

Users

When enabled, users can only see other users with access to the same locations as themselves via groups.

How it works:

• Based on the user's assigned groups and their location links
• Users with the View Users permission bypass this restriction
• Administrators are not restricted

Use case

Maintain privacy and reduce clutter in large, multi-location organisations by limiting user picker lists to relevant colleagues.

Further reading

• Understanding record visibility, access, and permissions