Subject: How to setup multiple Account Restrictions within a Workflow
From: Rickie George <[email-masked]>
To: Microix Support <[email-masked]>
Date: Tue, 15 Jun 2021 12:55:10 -0400

How to setup Microix Workflows to restrict Requesters to a limited number of accounts but allow Approvers to see a larger variety of accounts. This process will be enforced during
document entry and display account balance.

NOTE: Setup will require approvers to be requesters in the workflow

Add approvers to the requester tab of the workflow

Assign the approver to a different restriction ID other than Default (Example “Finance” which is the name of the workflow). This will allow you to build a different account restriction
for selected requesters

Define the account restrictions for requesters using the “Default” Restriction ID and define the account restrictions for the approvers using the given restriction ID (our example
“Finance”)