Company wise user permissions

I want to setup 2 companies and have 2 separate account managers manage each company. How do I set up permissions so that 1 user can only access 1 company?

Hello kashif,
1.Go to ->set user permission
2.Select User->Select Doctype->Company
3.Select Company.

Sagar Shiragawakar
New Indictrans Technologies Pvt. Ltd.

thank you for the quick response.

For some reason, all my users don’t show up in User->
I have created 3 users until now and only 2 users are showing up. The third user doesn’t show up when I try to change user permissions.

I logged out and logged back in and that solved the disappearing users problem. But I have now set the user permissions for 1 company for 1 user but the other companies are still showing up in his permissions. the restriction hasn’t worked.

hi,
please share your screenshots & Example.

Sagar Shiragawakar
New Indictrans Technologies Pvt. Ltd.

@kashif

Check User Pemissions - YouTube

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I Created 2 test users

Image Link: https://i.postimg.cc/B67tQ1k3/1.png (image may be not available after 1 month)

Also Created 2 Test Company too

Image Link: https://i.postimg.cc/h4whkT9W/2.png (image may be not available after 1 month)

my requirement is i want create new login for the Test User 1 & Test User 2
and the Test User 1 only allow to view/add/edit/update/delete/inactive/active ect…. for the Test Company 1 only not allow to perform any option/ view access to Test Company 2

Hi @karthikeyan_nadal

Use user permissions ( User Permissions ) to restrict user1 to company1 and user2 to company2

Hope it helps

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