For the Expensify Integration with PSA, how do we limit the Projects and Assignments which come up?

ChristinaDouglasChristinaDouglas Expensify Customer Posts: 10 Expensify Newcomer

Right now, if you have access to view all Projects and Assignments, all the available records appear for selection for an expense report within Expensify. Furthermore, if a Resource has limited access to Projects and Assignments, everything still appears within Expensify; this is including other Assignments for a completely different Resource.

Can you provide a recommended approach to only show the Projects and Assignments where the Logged in User is the "Resource" on an Assignment?

Thank you in advance for your help!


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