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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, 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 , open the respective User > Give and 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-, a system message appears:
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Reports section will remain empty.:
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Thanks Thank you for being a First bit Customer!FirstBIT customer!

# user access rights