Linesheet Visibility

Linesheet visibility depends on 3 types of requirements that may be set - 
  • Currencies - For whatever currency/currencies applied to a linesheet, the intended viewer must have a correct currency assigned to them; this is true for both brand users and retail buyers. If a Linesheet is set to CAD, but an account wishing to view it is only assigned to USD, they will not be able to see the linesheet.

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  • Allowed Customer Groups - Similar to above for currency, if the intended viewer is not assigned to any user/customer groups that are applied to the linesheet, they will not be able to see the linesheet.

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  • Subteams - This is for brand users only - In order to view a Linesheet that has been applied to any particular subteams, Sales Reps, Sales Managers, and brand Admins would need to be assigned to at least one of the subteams as well.

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When multiple visibility rules are set on a particular linesheet, the intended viewer must meet all requirement types -

  • If a sales rep is assigned to a subteam that is applied a linesheet, but their assigned currency is not, the sales rep will not be able to see the linesheet.
  • If a buyer is assigned to one of the currencies applied to a linesheet, but is not assigned to any of the applied customer groups, the buyer will not be able to see the linesheet.
 
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