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?
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?
Create a new role and disable the permissions which are not required for a sales person.
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
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