Problem: How to create an access profile with a limitation on certain documents
...
?
Solution: Sales module access is needed with the limitation of reports
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and No access to Invoices.
1) Go to Administration > Access group profiles > select Sales manager profile and click on copy option.:
b2) Add a description for this profile and click on Selected Roles only-
c3). The screenshot shows the roles, once disabled it goes off from the list of selected roles.
d
For limitation of Reports - disable the roles, Reports, and data processors Sales Manager, Use reports statement of Mutual settlement and Use reports options.
For Limitation of Invoice document, disable Add and Edit Document Invoice:
4) Once the above settings are done, Users should be given the rights.
Go to Administration > User > Open , open the respective User and give access to User profile:
e5) The user who has limited rights can should see the below.
When trying to open an Invoice, a system message appears:
Reports section will remain empty:
Thank you for being a FirstBIT customer!
# user access rights