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How do I restrict products visible to my team?
How do I restrict products visible to my team?

Hero's Global Whitelist feature

Updated over a year ago

Hero's Global Whitelist feature allows agents to hand-pick the products / suppliers visible within Hero, 'blacklisting' those that are not required and 'whitelisting' those that are.

Setup Global Whitelist

Firstly, if you want the exact same list of produts for all of your branches - then simply use the Global Whitelist in the menu when you are in your company level.

If you want different suppliers/products visible dependend on the branch that you are in, then follow the next steps:

  • Switch to your agency's Company and click Branches in the Company Menu.

  • Select the first branch to open its settings

  • Click 'Enable Global Whitelist' from the options shown below

  • Save Details for the Branch

  • Switch the this Branch to open your product Search Screen

  • From the drop-down menu top-tight, click Reports & Admin

  • From the Branch Menu left, click Global Whitelist > Products

  • Select the Supplier and Supplier's Branch that you wish to whitelist and click the top 'tick-box' to select all products.

  • Repeat for all Suppliers and Products. 

  • Once all necessary suppliers / products have been selected for your first Branch, you can copy to all other Branches (This is completed as a separate step, so users at other branches will not be affected during the setup process).

  • Switch to your agency's Company and click Branches in the Company Menu.

  • Select all Branches and click 'Enable Global Whitelist' from the Branch options

  • Switch back to the original Branch with whitelist settings in place

  • From the Branch Menu left, click Global Whitelist > Products

  • Click 'Copy to All Branches' at the top-right

  • Settings will now be copied to all Branches with Whitelist settings activated

Note: Be careful not to click 'Copy to All Branches' from a Branch without whitelist settings in place, or an empty whitelist will be copied to all Branches.

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