In the Search App, you can now set permissions at the transaction level to give users the exact access they need.
- Refine access with precision: Set access by Account Type, Account Code or Name, Date, Tracking Category, or Counterparty, ensuring users see only the data relevant to them.
- Strengthen security & compliance: Protect sensitive financial information by limiting visibility based on user roles and business needs.
- Improve efficiency & focus: Reduce noise in search results, helping teams find the right data faster while maintaining strict access controls.