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In our team, we have different roles assigned to users, such as Junior Buyer and Tactical Buyer. I want to ensure that when they access Celonis, they only see records relevant to their role.

We have a mapping between user and their assigned documents (Purchase Requisitions, Purchase Orders, etc.) in a table. Based on their role, users should see only the documents assigned to them.

Hi ​@ritesh3719

You can accomplish this in Celonis using Data Permissions: https://docs.celonis.com/en/loading-data-permissions-from-permission-tables.html

 

Best regards,

Jan-peter


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