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Managing users and roles when using the Explore screen

Important: SmartTurn strongly recommends that you only give the permission to use the Explore screen to internal users, that is, to your direct employees.

Remember that in general, users who are Agents for a selected business affiliate only have access and visibility to a subset of the business affiliates, items masters, inventory, and documents in the system (see Assigning an Agent and Managing a user's access for more information). However, it is a Known Issue that the Explore screen does not respect Agent for relationships. That is, even though a user may only have access to documents which they created or on which they are the named business affiliate, the user may see lines from other documents when using the Explore screen. To avoid this scenario, only give the Explore permission to internal users.

See Also

Using the Explore screen

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