Skip to Content
Menu
You need to be registered to interact with the community.
This question has been flagged
1 Odgovori
4250 Prikazi

Hi,

By default settings, sales person can see only own customers quotations and sales orders, but he can see all invoices.

(In our company traders have access also to Invoicing & Payments, because sometimes we need them to create invoices for own customers.)

How to restrict sales persons to see only:

- invoices of own customers

or

- invoices for own sales orders


I know about rule how to restrict access only to objects which were created by that user, but sometimes invoice is created also by accountant. 


Thanks for any help

Avatar
Opusti
Best Answer

Hi, did you find anything about this? I am facing the same problem too

Avatar
Opusti
Related Posts Odgovori Prikazi Aktivnost
1
jul. 25
547
2
jul. 25
693
1
jul. 25
1747
3
apr. 25
1769
3
apr. 25
2806