Workflow and Reconciliation Filtering

The Workflow Profiles that the user can see is directly related to whether they are in the Access Group of a given Workflow Profile.

The Reconciliations that the user can see is directly related to this user’s inclusion in an Account Reconciliations Access Group or if they are in a User Group that is assigned to the Security Role [Recon View Only] option under Global Options. The Reconciliation Inventory Items and Reconciliation Inventory Account Groups the user sees when entering a Workflow Profile is directly related to the Workflow Profile listed on each as assigned during design under the Reconciliation Inventory.