new

Merchandise Plan

Settings & Configuration

Data Scope in Merchandise Plan

We’re excited to introduce Data Scope, a powerful new way to control data visibility across Toolio!
What is Data Scope?
Data Scope defines which subset of your product hierarchy (Eg.,
Division → Department → Class
) a user can access.
It ensures users only see and work with data that’s relevant to their role — improving both
security
and
efficiency
.
Key Highlights
  • Granular Access Control – Define visibility by Division, Department, or Class (up to Level 3).
  • Hierarchical Filters – Departments must belong to a selected Division, ensuring consistent hierarchy access.
  • Flexible Assignment – Apply Data Scope at the
    Role
    or
    User
    level:
  • Role-Level Scope:
    Default for all users with that role.
  • User-Level Scope:
    Overrides the role’s scope when defined.
  • Admin Management – Only Admins can create, edit, and assign scopes under
    Organization Settings → Data Scope
    .
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Available Now in MFP
Data Scope is currently supported in the Merchandise Planning (MFP) module. All MFP actions —
reconcile, seed, merge, etc.
— automatically respect the user’s defined Data Scope. Support for other modules is coming soon.
Migration Details
During rollout, all roles start with an “
All
” Data Scope (full access).
Admins can then:
  • Restrict role-based scopes, or
  • Assign specific user-level scopes as needed.
Example Scenarios
  • Planner Role: Planner Permissions + Data Scope = Women
  • Allocator Role: Allocator Permissions + Data Scope = Men > Clothing > Bottoms
You can read more Data Scope and User Management in general here on the Help article.