You can restrict a user’s access to specific records in the VendTable and CustTable. A user with access to selected vendors or customers cannot view records of other vendors or customers.

When the restriction is active, Extensible Data Security (XDS) policies apply. These policies also constrain related tables. For example, if a user cannot access a customer, the customer’s transactions are also inaccessible.

Standard procedure

1.	Go to Security and compliance > Setup > Segregation of data.
2.	Click Edit.
3.	In users the list, find and select the desired user.
4.	Sub-task: Restrict access to vendor data.
4.1	In the Vendor section, click Add.
4.2	Define to which company the restriction applies.
	In the Company field, enter or select a value.
4.3	Define the vendor whose data the user can access.
	In the Vendor field, enter or select a value.
4.4	Click Save.
4.5	Activate the access rule to apply it.
	Click Activate.
	Note: To deactivate an access rule, select it, and click Deactivate.
5.	Sub-task: Restrict access to customer data.
5.1	In the Customer section, click Add.
5.2	Define to which company the restriction applies.
	In the Company field, enter or select a value.
5.3	Define the customer whose data the user can access.
	In the Customer field, enter or select a value.
5.4	Click Save.
5.5	Activate the access rule to apply it.
	Click Activate.
	Note: To deactivate an access rule, select it, and click Deactivate.

Notes

If no access restrictions are defined or active, the user can access all customer and vendor data.