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Stop Salespersons from changing credit limit

  • Oct 22, 2024 12:04 PM UTC
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DJMcBride
Semi-Pro I
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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?

Best answer by MichaelShirk

@dougmcbride79  the topic I linked on your other question might be even more applicable to this one.
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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Doug McBride

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    Manikanta Dhulipudi
    Captain II
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    @dougmcbride79 Please use access rights by screen and disable the permissions.

     

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

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    Acumatica Functional Consultant & Customer Experience Supervisor
      MichaelShirk
      Captain II
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      • MichaelShirk
      • Captain II
      • Answer
      • Oct 22, 2024 12:58 PM UTC

      @dougmcbride79  the topic I linked on your other question might be even more applicable to this one.
      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

      Translate
      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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