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Role access to add Notes to Invoice

  • 21 August 2023
  • 4 replies
  • 81 views

Userlevel 4
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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?

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Best answer by ChandraM 22 August 2023, 00:31

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Userlevel 7
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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.

 

Userlevel 4
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@ChandraM Thanks! Worked well.

Userlevel 7
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HI @rcreasy You're welcome. Thanks for the confirmation!!

Userlevel 7
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Hi @rcreasy Please review the above and post the feedback.

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