Limit User Access: Add to Specific Transaction Only

1. There may be times when you want to limit a user’s access to specific transactions only. To do this, go to the transaction you want the sub-user to view.

2. Once you are in the transaction, go to "Edit Basic Information". 

3. After clicking “Edit Basic Information”, a window will pop up. At the bottom, and you will see the “Assign To” section. Here, you can assign the transaction to a sub-user to ensure they only have access to this specific transaction.