To ensure that a work group configuration is set properly, you can preview the visibility and access to resources of a work group. Upon preview, the resources displayed are identical to those which users part of the work group can view and access.

Alternatively, you can also preview a work group by expanding the drop-down menu next to your user name and clicking Work Group Preview.

Prerequisites

Procedure

  1. On the Commerce Portal toolbar, click Users > Work Groups.
  2. From the list of work groups on the left, select the work group that you want to preview and click Preview.
  3. Proceed with reviewing the data in the Contracts, Monthly Reporting and task inbox menus, from the perspective of the selected work group.

What to do next

If required, edit the work group's configuration.