Hide Users From Picklists
Date Posted: July 2023
At least one of our clients raised this with us, so we've now built in the functionality to hide a user from picklists whilst maintaining portfolio access for them.
When opening a user record from System Admin > Users, in the Portfolios section you'll see a checkbox against each portfolio which will hide them from picklists.
Now you can keep the assignable picklists trimmed down to the correct users, without worrying about revoking portfolio access for someone who needs it.
Customise user picklists visibility
You may have thought to yourself before: why is this BOE account or other external user appearing as an assignable user to this event? They need portfolio access but will never be assigned to anything...
At least one of our clients raised this with us, so we've now built in the functionality to hide a user from picklists whilst maintaining portfolio access for them.
When opening a user record from System Admin > Users, in the Portfolios section you'll see a checkbox against each portfolio which will hide them from picklists.
Now you can keep the assignable picklists trimmed down to the correct users, without worrying about revoking portfolio access for someone who needs it.