Skip to main content
Solved

Stop Salespersons from changing credit limit


dougmcbride79
Semi-Pro I
Forum|alt.badge.img

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

View original
Did this topic help you find an answer to your question?

2 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+12

@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.


MichaelShirk
Pro III
Forum|alt.badge.img+1
  • Pro III
  • 96 replies
  • Answer
  • October 22, 2024

@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


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings