This article explains that if the role 'Cost Centre Group User' is used in the environment, the content of the Spend Analytics module depends on the cost centre groups that are linked to users with the role 'Cost Centre Group User'.
These users only see the menu item 'Cost Centre Groups' with relevant groups. Cost centre groups can be added or removed via Admin>General Settings>Users. They can also be assigned or unlinked to users through profiles, which ensures an automatic transfer of links.
If a user has the role 'Cost Centre Group User', the content in the Spend module is determined by the cost centre groups linked to the user. The user only sees the menu item 'Cost Centre Groups' containing the cost centre groups linked to the account.
Note: To make changes to user accounts, you must have 'Client Administrator' role access.
Linking cost centre groups to a user account
- Go to Admin > General Settings > Users.
- Select a user.
- Go to the 'Cost Centre Groups' tab.
- In the left list, you will see all available cost centre groups, and in the right list, you will see all already linked cost centre groups.
- Link the desired cost centre groups by selecting them and clicking the 'Add' button. You can remove cost centre groups by selecting them in the right column and clicking 'Remove'.
Assigning cost centre groups via a profile
In the 'Profile Settings' tab of the profile, you can link and unlink users. In the left list, you will see all available users (who are not yet linked to a profile), and in the right list, you will see all already linked users.
To actually transfer the links from the profile to the linked users, click on 'Apply Settings'. Then choose which links you want to transfer to the users.