We have a customer who we wish to grant access to transactions concerning them on our account in ERPNext so they can monitor our sales to their partner companies who buy from us. (hope its clear )
There are different levels
of operatives within this customer company namely :
Executive
Management ( Regional Senior Managers and Managers)
Regional Customer Information , Regional Transactions, Regional Quotations, Regional Delivery Notes, Regional Cutomer Support Tickets, Regional Analytics, Regional Reports
Partners
Create indent for self only and view only self transactions
We have tried using the Users and Roles and Permissions facility within ERPNext but we have not been able to achieve the levels of discrimination we seek. For example, in analytics, all our other customer information is visible to this customer even though we have restricted his viewing to a particular customer group. We also find that the entire list of quotations are visible to the customer and that he cant create support tickets or quotations.
What roles have you given to this user? You should ideally give the role "Customer" to this user.
Let us look at your issues one by one.
1. For Analytics, the permission is given to "Sales Manager" and "Analytics User" - we will make a system whereby this becomes more prominent. If you remove those roles, this will go away.
2. For the rest, you will have use the advanced permission system and give access to role "Customer" only where the user property matches the Customer Id.
We have a customer who we wish to grant access to transactions concerning them on our account in ERPNext so they can monitor our sales to their partner companies who buy from us. (hope its clear )
There are different levels
of operatives within this customer company namely :
Executive
Management ( Regional Senior Managers and Managers)
Regional Customer Information , Regional Transactions, Regional Quotations, Regional Delivery Notes, Regional Cutomer Support Tickets, Regional Analytics, Regional Reports
Partners
Create indent for self only and view only self transactions
We have tried using the Users and Roles and Permissions facility within ERPNext but we have not been able to achieve the levels of discrimination we seek. For example, in analytics, all our other customer information is visible to this customer even though we have restricted his viewing to a particular customer group. We also find that the entire list of quotations are visible to the customer and that he cant create support tickets or quotations.
Sorry, I am struggling to understand your response , can you break it down some more.
Rgds
From: Rushabh Mehta <rm...@gmail.com> To: er...@googlegroups.com Sent: Monday, January 14, 2013 5:45 AM Subject: Re: [erpnext-user-forum] 3rd Party Access in ERPNext
Dimeji,
What roles have you given to this user? You should ideally give the role "Customer" to this user.
Let us look at your issues one by one.
1. For Analytics, the permission is given to "Sales Manager" and "Analytics User" - we will make a system whereby this becomes more prominent. If you remove those roles, this will go away.
2. For the rest, you will have use the advanced permission system and give access to role "Customer" only where the user property matches the Customer Id.
We have a customer who we wish to grant access to transactions concerning them on our account in ERPNext so they can monitor our sales to their partner companies who buy from us. (hope its clear
)
There are different levels
of operatives within this customer company namely :
Executive
Management ( Regional Senior Managers and Managers)
Regional Customer Information , Regional Transactions, Regional Quotations, Regional Delivery Notes, Regional Cutomer Support Tickets, Regional Analytics, Regional Reports
Partners
Create indent for self only and view only self transactions
We have tried using the Users and Roles and Permissions facility within ERPNext but we have not been able to achieve the levels of discrimination we seek. For example, in analytics, all our other customer information is visible to this customer even though we have restricted his viewing to a particular customer group. We also find that the entire list of quotations are visible to the customer and that he cant create support tickets or quotations.
Please check detailed response to your queries below.
--------------------------------------------------------------------------------------------------------------------------------- Q 1. Permission to Customer to access transactions made for partner companies.
Ans: Please follow below given steps to let customer access limited transactions.
Add Customer as a User.
Ensure Customer gets read-only permission to transactions.
To restrict customer's access to selected business partners, go to:
Setup >> Permission Manager >> (Select Transaction). Let's assume we are setting restriction for Sales Order.
When select Sales Order in Permission Manager, against role of Customer, set condition on "Customer in Sales Order matches User Property Customer." Then click on User Property.
On new page, you will find options to "Add Property". When click on said button, it will ask you to select Customers (Partner Companies), transactions made for which should be accessible to Customer.
With this, your customer will be able to see selected customer's Sales Orders. You will need to set such restriction for other transactions if wish to.
Q 2. Restricted permissions to Regional Managers.
Ans: Please follow below given steps to achieve this.
Add regional managers as users and give them read-only access to transactions.
Just like we restricted customer based on Partner companies, you can set restriction based on territory of customer. In permission manager, against the role assigned to Regional Mangers, set condition on Territory.
in "Add Property" option, selection which user can access the transaction where customer's territory belongs to Regional Manger.
Q 3. Access to Analytics report:
Ans: For now, it is not possible to give restricted access to user for Analytics report.
Sorry, I am struggling to understand your response , can you break it down some more.
Rgds
From: Rushabh Mehta <rm...@gmail.com> To:er...@googlegroups.com Sent: Monday, January 14, 2013 5:45 AM Subject: Re: [erpnext-user-forum] 3rd Party Access in ERPNext
Dimeji,
What roles have you given to this user? You should ideally give the role "Customer" to this user.
Let us look at your issues one by one.
1. For Analytics, the permission is given to "Sales Manager" and "Analytics User" - we will make a system whereby this becomes more prominent. If you remove those roles, this will go away.
2. For the rest, you will have use the advanced permission system and give access to role "Customer" only where the user property matches the Customer Id.
We have a customer who we wish to grant access to transactions concerning them on our account in ERPNext so they can monitor our sales to their partner companies who buy from us. (hope its clear
)
There are different levels
of operatives within this customer company namely :
Executive
Management ( Regional Senior Managers and Managers)
Regional Customer Information , Regional Transactions, Regional Quotations, Regional Delivery Notes, Regional Cutomer Support Tickets, Regional Analytics, Regional Reports
Partners
Create indent for self only and view only self transactions
We have tried using the Users and Roles and Permissions facility within ERPNext but we have not been able to achieve the levels of discrimination we seek. For example, in analytics, all our other customer information is visible to this customer even though we have restricted his viewing to a particular customer group. We also find that the entire list of quotations are visible to the customer and that he cant create support tickets or quotations.