🗝️ Records are grouped by sectors. If you are unable to see a record, it is likely assigned to a sector you don’t currently have access to. You will need your company’s System Administrator to grant you access to the relevant sectors before you can view those records.
⚠️ Important: You need Administrator permissions to modify user sector access.
Update a User’s Sector Access (Administrator)
Click Option, then click Accounts.
Click Users.
Locate the relevant user, then select the Details tab.
Under Sectors, click the Edit icon
Tick all applicable sectors for that user.
Click the Save icon
to apply the changes.
Log In to Assigned Sectors (User)
Click My Actions, then click Profile.
Select the Sectors tab.
Tick the sectors you have been allocated to.
Confirm your selections to log in to the correct sectors.
📌 Note: Once you have access to multiple sectors, you can switch between them as needed to view the relevant records.
💡 Best Practices
Always verify that users have access only to the sectors required for their role.
Review sector access regularly to maintain accurate data visibility.
If a user still cannot view a record after access is granted, have them log out and back in to refresh permissions.
🤔 FAQs
Q1: Why can’t I see a record even after my admin added me to the sector?
Answer: Try logging out and back in to refresh your access. If the issue persists, confirm that your profile is ticked for the correct sectors.
Q2: Can I view records across all sectors by default?
Answer: No. Access is restricted by sector to protect data integrity. You must be granted explicit access by an Administrator.