By default, all users see spend across all plants, Suppliers and Categories. A custom role can be limited to a subset of the transaction data. Users with a limited role only see spend for the assigned scope – in Analytics, in the transaction data, on the Supplier profile and in other places. Negotiation Notes follow this limit as well.
The limit applies along one of three dimensions: Suppliers, Categories or Plants; limited roles can be combined (e.g. everything in plant 1 plus everything from Category A).
Set up: Settings → Workspace → User Management → Groups → open a Group → "Permissions" → "Manage permissions" → "Custom" → in the "Spend visibility" section, turn off "view full spend" → choose a dimension (Suppliers, Categories or Plants) → define the scope.
Important: This feature is strictly optional and must be set up actively. It requires the "Scoped Spend Visibility" module to be enabled for your organization.
❗ Limitations: Findings are not limited; spend-related calculated properties must be deactivated because they cannot be limited to the requesting user.