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Problem: How to create an access profile with a limitation on certain documents

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Solution: Sales module access is needed with the limitation of reports and No access to Invoices.

a1) Go to Administration > Access group profiles > select Sales manager profile and click on copy option.:
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b2) Add a description for this profile and click on Selected Roles only-
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c3). The screenshot shows the roles, once disabled it goes off from the list of selected roles.

For limitation of Reports-disable the roles, Reports, and data processors Sales Manager, Use reports statement of Mutual settlement and Use reports options.

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For Limitation of Invoice, document-disable Add and Edit Document Invoice:
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d4) Once the above settings are done, Users should be given the rights.

Go to Administration > User > Open the respective User > Give access to User profile:
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e5) The user who has limited rights should see the below

When trying to open an Invoice-

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Reports section will remain empty.

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Thanks for being a First bit Customer!

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