Scope Settings

The Scope tab controls access restrictions for business partners. When enabled, users can only see and edit BPs that belong to their assigned regions.

Accessing the Page

Open this page from the Portal sidebar under its module section.

What you can do here

• Switch the enforcement mode between Off, Soft (monitor only), and Enforced (strict restriction).
• Control whether unassigned business partners are visible to all users or only to administrators.
• Enable the admin bypass so that users with the Admin permission can always see all business partners regardless of region.
• Grant team leaders the ability to edit business partners in regions covered by their child teams.
• Use the phased rollout approach: configure regions in Soft mode, verify logs, then switch to Enforced.

Card 1: Enforcement Mode

Controls how scope restrictions are applied.

Option	Label	Behavior
Off	Off	Scope restrictions are disabled. All users with BP permission can see all Business Partners.
Soft	Soft	Scope violations are logged but not blocked. Use this to monitor before enforcing.
Enforced	Enforced	Scope restrictions are strictly enforced. Users can only see BPs in their assigned regions.

When Enforced is selected, a warning banner appears: “Enabling enforced mode will immediately restrict access. Make sure teams and region assignments are properly configured.”

Card 2: Unassigned Business Partners

Controls how BPs that are not assigned to any region are handled.

Option	Label	Behavior
Admins Only	admin_only	Only users with Admin permission can see and edit unassigned BPs.
All Users	all_users	All users can see and edit BPs that have no region assigned.

• This setting is disabled when scope mode is Off
• When scope mode is Off, an info banner shows: “This setting has no effect when scope mode is ‘Off’.”

Card 3: Admin Override

Field	Type	Description
Enable Admin Bypass	Switch (toggle)	When enabled, users with Admin permission can see all BPs regardless of scope

• Help text: “Users with Admin permission can see all BPs regardless of scope”
• This setting is disabled when scope mode is Off

Card 4: Leader Permissions

Field	Type	Description
Leaders Can Edit Child Team Regions	Switch (toggle)	When enabled, team leaders can edit BPs in regions covered by their child teams

• Help text: “Team leaders can edit BPs in regions covered by their child teams”
• This setting is disabled when scope mode is Off

How Scope Works

graph TD
    A[User logs in] --> B{Scope Mode?}
    B -->|Off| C[See all BPs]
    B -->|Soft| D[See all BPs + log violations]
    B -->|Enforced| E{Admin Bypass?}
    E -->|Yes + Admin| C
    E -->|No| F{BP has region?}
    F -->|No region| G{Unassigned Access?}
    G -->|Admins Only| H[Admin sees it]
    G -->|All Users| C
    F -->|Has region| I{User's team covers region?}
    I -->|Yes| J[Can see and edit]
    I -->|No| K[Cannot see BP]

Best Practice: Phased Rollout

1. Configure — Create regions, assign BPs to regions, create teams and assign teams to regions
2. Monitor — Enable Soft mode and watch the violation logs
3. Enforce — Switch to Enforced after confirming assignments are correct

Messages

Event	Message
Save success	”Settings saved successfully”
Save error	”Failed to save settings”
Load error	”Failed to load settings”

Audit and Monitoring Notes

• In Soft mode, out-of-scope access attempts are allowed but tracked for audit review.
• In Enforced mode, out-of-scope operations are blocked and still logged.
• Use audit-focused monitoring pages under Data & Monitoring to review scope-related behavior over time.

Related Pages

• BP Settings — Back to settings overview
• Teams — Manage teams and region assignments
• Regions — Manage regions