Can an Acumatica report be setup to run with specific user permissions instead of having customer restriction group hiding data desired to show ton the report?
Similarly, can a dashboard be setup to run with more permissions as the one openning up the dashboard?
+5
If you can provide more details about what is main purpose to look for such feature we might be able help you better
Sales users have customer restriction groups that blocks information from being available from one sales group to another based on the customer. This only allows the Salespersons to see the sales orders related to their own sales group. Because we create production orders that are based on those sales orders and are linked to those customers, the production orders are also blocked across sales groups. I would like to allow salespersons to see all the production orders on the dashboards and production reports that show the production orders for the company. I hope this helps clarrify the additional visibility looking to accomplish for the sales users.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.