Problem: How to create an access profile with a limitation on certain documents.
Solution: Sales module access is needed with the limitation of reports and No access to Invoices
a) Go to Administration > Access group profiles > select Sales manager profile and click on copy option.
b) Add a description for this profile and click on Selected Roles only-
c). 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.
For Limitation of Invoice, document-disable Add and Edit Document Invoice
d) 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
e) The user who has limited rights should see the below
When trying to open an Invoice-
Reports section will remain empty.
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