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How to limit the use of the Transfer Type by user

  • 23 August 2023
  • 4 replies
  • 46 views
jesuscruz97
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Hi: 

I need to setup security by user in order to let some user create only 2-step Transfers. With this I can reduce the human error at the trasfer process. 

 

Please let me know if someone has achieved this or if there is a way to do it. 

 

Thanks, 

 

Jesus. 

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Best answer by jesuscruz97 19 September 2023, 01:04

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Jesus Cruz

4 replies

Kandy Beatty
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Userlevel 7
Badge +16

Hi @jesuscruz97 

You can not limit based on Transfer Type. It is just like Order Types and you can not limit that either. 

You would need a customization for this. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
jesuscruz97
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We are thinking to restrict the Transfer type by creating a checkmark on the user or create a role and assign it to the user and restrict the transfer type by this role. This using customization of course. 

Jesus Cruz
Chris Hackett
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Userlevel 7
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Hi @jesuscruz97 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
jesuscruz97
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We create a user role and assign it to the users. using a customization, if the user logged belongs to that role only allows 2-step transfer. 

Jesus Cruz

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