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.
Best answer by jmorgan
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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
Userlevel 7
+16
It appears that you can by States and create them that way by adding the state to those parameters
Userlevel 2
HI
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
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
+16
HI
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
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