We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off.
The salepsersons are not admins. What security rights can I change so salepersons cannot do these two things?
Answer
Stop Salespersons from changing credit limit
Best answer by MichaelShirk
Here’s the link for anyone else who happens to have the same question.
How to Grant Field Permissions Based on User Roles in Acumatica? | Community
+15
Create a new role and disable the permissions which are not required for a sales person.
Acumatica Functional Consultant & Customer Experience Supervisor
+5
Here’s the link for anyone else who happens to have the same question.
How to Grant Field Permissions Based on User Roles in Acumatica? | Community
Michael Shirk, Pine View Buildings, LLC - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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