Important
If we are using the Advanced Employee Permissions feature, restrictions set on the Role page are applicable only to the Employees and Employee Administration permissions. The Employee Public and Employee Confidential permissions ignore the restrictions set on this page.
If we are assigned a role with access to multiple subsidiaries, we may want to limit the data with which we are working. For example, we may want to restrict data to one subsidiary. For many reports, we can select a subsidiary after we run the report from the Subsidiary Context list in the footer of the results page. These reports support consolidation or rollup of subsidiary results. However, for reports that do not support consolidation, we must set our user preferences to view a single subsidiary before we run the report.
We can restrict the data shown in the current login session including the user interface, searches, and reports. Go to the Restrict View subtab at Home > Set Preferences.
To restrict the view to a parent-subsidiary and its children, select the parent-subsidiary from the Subsidiary list and check the Include Sub-subsidiaries box.
To restrict the view to a single subsidiary, select it from the Subsidiary list and do not check the Include Sub-Subsidiaries box.
When we restrict our subsidiary view, the departments, locations, and classes available to us are limited to those associated with the selected subsidiary.
The view restrictions we set apply only to the current login session for the current role. The next time we log in with this role, our normal settings are applied.
Note
If we select our root subsidiary in the Subsidiary list, all subsidiaries are included. Therefore, we need not check the Include Sub-Subsidiaries box.