FilterSet Settings

Using filter sets lets you specify access privileges to various entities in SuiteProjects Pro such as customers, projects, and employees. You assign filter sets to employees. Based on how filter sets are created, an employee's view and access to the various entity values can be narrow or expanded to a wider and possibly an all-value level. Employees may have more than one filter set assigned to them, but only one may be used at any particular time. Essentially, a filter set is what an employee can see and a role is what an employee can do within SuiteProjects Pro. For more information about filter sets, see Filter Sets Overview.

To access the Filter Set settings, go to Administration > Global Settings > Account > FilterSet settings.

The following settings control filter set options for all users in your company's SuiteProjects Pro account. Check or clear the corresponding boxes as applicable.

• Require a filter set selection when adding or editing Customers

• Require a filter set selection when adding or editing Projects

• Require a filter set selection when adding or editing Project stages

• Require a filter set selection when adding or editing Services

• Require a filter set selection when adding or editing Employees

• Require a filter set selection when adding or editing Expense items

• Require a filter set selection when adding or editing Time types

• Require a filter set selection when adding or editing Charge stages

• Require a filter set selection when adding or editing Booking types

• The "Access to booked Projects/Customers" filters respect the booking type filter set

  Note:

  If a Booking type filter set was created, this option restricts which projects and customers are available to the employee.