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User restrictions by sales territories

  • 1 November 2023
  • 4 replies
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Userlevel 2

In 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.

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Best answer by jmorgan 2 November 2023, 12:27

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Userlevel 7
Badge +15

HI @ebevan 

There is nothing currently out of the box that does by territory. 

It looks like it will be in 2023R2

https://help.acumatica.com/(W(15))/Wiki/ShowWiki.aspx?pageid=ff7123d0-0b1f-4f82-9aa8-cdf64dd74b48

On the release notes, page 11

http://acumatica-builds.s3.amazonaws.com/builds/23.2/ReleaseNotes/AcumaticaERP_2023R2_ReleaseNotes_full.pdf

Userlevel 2

HI @ebevan 

There is nothing currently out of the box that does by territory. 

It looks like it will be in 2023R2

https://help.acumatica.com/(W(15))/Wiki/ShowWiki.aspx?pageid=ff7123d0-0b1f-4f82-9aa8-cdf64dd74b48

On the release notes, page 11

http://acumatica-builds.s3.amazonaws.com/builds/23.2/ReleaseNotes/AcumaticaERP_2023R2_ReleaseNotes_full.pdf

 

Thank you for your quick reply.

 

I have access to it in 23R2 already, I was wondering if anybody knew if you can restrict user access based on these territories. For example you have four territories, ‘North’, ‘South’, ‘East’ and ‘West’. I would like to set up the system so that the users in ‘North’ can only see their leads/opps and would not be able to see the leads/opps of ‘South’, ‘East’ or ‘West’.

Userlevel 7
Badge +15

It appears that you can by States and create them that way by adding the state to those parameters

 

Userlevel 2
Badge +1

Hi Kandy,

The example given above shows how you can link a territory to a State.

I can’t see how this relates to using the new Territories feature as a restriction group.

 

It does not look like it is possible.

Thanks

 

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