You can restrict which warehouses admin, warehouse, or client users can access. When you restrict a user's warehouse access, they'll only be able to view and work with data (orders, inventory, locations, reports, etc.) for the warehouses you've assigned to them. They won't see any data from other warehouses in the system.
Important: You must have Admin User Management permissions to manage warehouse access for users.
Restrict warehouse access
To restrict a user's warehouse access, follow the steps below:
Click Settings then click Warehouse User Accounts (or click Client User Accounts if managing a client user).
Find the user you want to change.
Click Actions then click Manage Warehouse Access.
The Manage Warehouse Access screen displays a tree structure with checkboxes. At the top, you'll see an All option, followed by individual warehouses.
Select the warehouse access level:
To restrict to specific warehouses: Tick only the warehouse(s) the user should access.
To allow access to all warehouses: Tick All (this removes all restrictions).
Click Update.
Upon successful update, you'll see a message.
Repeat steps 2-6 for additional users.
Note: If the user has a default warehouse configured, it cannot be deselected and will always remain in their allowed warehouse list.
Important: You must select at least one warehouse (or All). If no warehouses are selected, the system will display an error and changes won't be saved.
