Summary

Perenso offers the option to restrict almost anything to only show certain accounts.

You can restrict almost any function in Perenso to only show certain accounts including work items and user visibility.

This is useful when you want to further customise the app for select accounts.



Steps

The account visibility setting is usually within the Accounts tab of a page.

  1. Untick the Apply to All Accounts checkbox if there is one.



  2. You can create a new visibility rule by clicking on Create New Visibility Rule.
    You can view the Creating a Visibility rule article for further information on this step.



  3.  Alternatively, using the drop down menu, select the Account Type field you would like to limit the work item to.


  4. Now choose the Group containing the accounts you wish to be visible.


  5. Click on Add Group to add it.


  6. Repeat steps 3-5 if you would like to add more groups to be visible.


  7. Click Save Changes to apply the changes made.