How would I limit the sales role to only have access to their own records? They still need to see purchase orders and stuff like that, but I don't want them seeing each others sales, or have access to the companies total sales reports.
Go to the role you want to modify, in the header level there is a field called "Employee Restrictions" which you can set to "Own & Subordinates Only". Hope that helps.
How would I limit the sales role to only have access to their own records? They still need to see purchase orders and stuff like that, but I don't want them seeing each others sales, or have access to the companies total sales reports.
Go to the role you want to modify, in the header level there is a field called "Employee Restrictions" which you can set to "Own & Subordinates Only". Hope that helps.
can i edit your videos?
Hi Sorban, I actually edit all my own videos right now. But you can email me at cris.morfopoulos@supersync.cloud, and give me a quote if you want.