Introduction: Managing vendor access in Sage Intacct Construction is crucial for maintaining data privacy and ensuring that users see only the information pertinent to their roles. This article provides a step-by-step guide on how to navigate company subscriptions, configure multi-entity management, and set up user-specific vendor restrictions.

Vendor Restriction Configuration

To begin restricting vendor access, navigate to the 'Company Subscriptions' section and select 'Multi Entity Management.' Here, you will find the option to configure vendor restrictions. Enable the checkbox to restrict vendors, which will allow you to control which entities certain users can access.

User Entity Access Setup

Next, you'll need to specify the entities that each user is allowed to access by updating their user entity tab. Vendors assigned to entities not listed for a user will be invisible to that user. For example, if you do not want a project manager named Doug Smith to see vendors from the Timberline GC entity, refrain from granting him access to that entity.

Creating Confidential Entities

If you require a confidential entity for sensitive vendors or owners, create a separate entity for these vendors. Ensure that only select admin users have access to this entity, thereby restricting visibility for all other users.

Applying Restrictions to Vendors

When setting up a new vendor, apply the necessary restrictions on the vendor tab. For instance, if you assign a vendor to the Timberline GC entity, only users with access to Timberline GC will see this vendor. Implementing smart rules can help maintain vendors at the correct entity level.

Verifying Restricted Access

After logging in as a user with restricted access, such as Doug, you can verify that the vendor list reflects the appropriate restrictions. Vendors and transactions associated with entities not assigned to Doug will not appear in his profile.

Example:

• Vendor: Bradley Electric
• Assigned Entity: Timberline GC
• Restricted User: Doug Smith (only has Timberline Development access)

Doug Smith will not be able to see Bradley Electric or any related transactions in his vendor list, as they are set up in Timberline GC.

Conclusion

Restricting vendor access in Sage Intacct Construction helps maintain confidentiality and ensures that users only access data relevant to their roles. By following the steps outlined above, you can effectively manage vendor visibility within your organization.