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BizTrackBizTrack Guide

Limit Customer Access

Limit Customer Access restricts how many customers a user can see — either by limiting the areas and chains/channels they have access to, or by selecting individual customers.

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Steps

Section titled “Steps”
  1. Select Setup in the navigation menu on the left.
  2. Select Users in the menu below.
  3. Select Edit (yellow button to the right, in the same row as the user’s name).
  4. Select Customers (far right of the screen, second from the top).
  5. Select the box next to Limit Customer Access.
  6. In the search bar, type a keyword associated with the customers you wish to link to the user, then click Search (yellow button just below the search bar).
  7. Click the Customer bar below. If more than one customer matches the keyword, choose the relevant one from the drop-down.
  8. Select Add Customer (green button below).
  9. Repeat steps 7–8 to link more customers.
  10. Select Save (green button at the bottom).