Modify a User's Scope

Scoping is a functionality that allows an administrator to define and limit what objects users have access to view through the association to a specific Site(s).

Note: The Master Administrator User cannot be Scoped. This ensures that the Master Administrator is not scoped to a Site and therefore has complete access.

Users with SOME Associated Sites:

  • ONLY see those Users/items that have common Sites associated to them.
  • Are seen by those Users that have NO Sites associated to them OR that have common Sites associated to them.

This article details how to modify a User's Scope.

Note: When a new User is created, by default, they do not have any site association.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

    Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  5. From the User Edit page, expand the Others menu section and then click Scope.

    In order to add a site to the Selected Sites section:

    1. Select the required site from the Available Sites section, which lists the Sites that the logged user is permitted to be scoped to.
    2. Click the Add button (>).
    3. The selected site(s) appears in the Selected Sites section.

      Note: When there are no sites associated to the User, it is visible and accessible to all other Users. For more information on the different scenarios see Scoping.

  6. In order to remove a site from the Selected Sites section:

    1. Select the required site(s) in the Selected Sites section.
    2. Click the Remove button.
    3. The removed items will not longer appear within Selected Sites.

      Note: When there are no sites associated to the User, it is visible and accessible to all other Users. For more information on the different scenarios see Scoping.

  7. Click Save and then Back to save your changes and return to the previous page.