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Role access to add Notes to Invoice


rcreasy
Varsity I
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I need to give a role access to add notes to invoices, but do nothing else, beyond view, regarding invoices.

How do I do this?

Best answer by ChandraM

Hi @rcreasy 

Please find the below steps and the screenshots to create a new role and assign to a user.
1. In Access Right by Roles screen, create a new Roles as below:
2. Provide the below access right under the “Sales Orders” tree, as shown below.

3. Navigate to the tree Sales Orders -> Invoices and provide the “View Only” access.

4. Assign the Role to a new User
5. Verify: Login as the new user(in my case “Johns” is the new user) and verify adding notes.

 

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4 replies

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  • Semi-Pro I
  • 714 replies
  • Answer
  • August 21, 2023

Hi @rcreasy 

Please find the below steps and the screenshots to create a new role and assign to a user.
1. In Access Right by Roles screen, create a new Roles as below:
2. Provide the below access right under the “Sales Orders” tree, as shown below.

3. Navigate to the tree Sales Orders -> Invoices and provide the “View Only” access.

4. Assign the Role to a new User
5. Verify: Login as the new user(in my case “Johns” is the new user) and verify adding notes.

 


Forum|alt.badge.img+9
  • Semi-Pro I
  • 714 replies
  • August 21, 2023

Hi @rcreasy Please review the above and post the feedback.


rcreasy
Varsity I
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  • Author
  • Varsity I
  • 60 replies
  • August 22, 2023

@ChandraM Thanks! Worked well.


Forum|alt.badge.img+9
  • Semi-Pro I
  • 714 replies
  • August 22, 2023

HI @rcreasy You're welcome. Thanks for the confirmation!!


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