Dear Aditya,
Let's consider each scenario mentioned below.
1. Restricting by Sales Person:
You can only select link field present in parent table. Since Sales Person field is in child table, its not available in "restricted by option" in permission manager. We consider this as feature request and will add this in product in near future.
As a work around, you can insert one more field linked of Sales Person in the parent form of customer master. Then update value in that field via excel sheet. After this, you will be able to restrict users based on Sales Person mentioned in the parent field of Customer.
2. Assigned To:
Assigned to is not design and not in sync at all with permission manager. Please follow the above work around to make permission manager work for you.
Hope this helps.
–
Thanks and Regards,
Umair Sayyed
um…@erpnext.com
www.erpnext.com
On Mon, Oct 29, 2012 at 11:35 AM, Addy <ad…@gmail.com> wrote:
I am looking to restrict the users' access by:
Please let me know how to go about this kind of scenario.
- Sales Person: If the sales person mentioned in the customer is same as that of the user then that user can access the customer otherwise not.
- Assigned to: If a customer is assigned to a particular user then if that user did not had access to this customer then he can access the customer since it has been assigned to that user.
On Sunday, October 28, 2012 9:21:29 PM UTC+5:30, Addy wrote:Well Rushabh,
I understand the we should add defaults to roles, but what should I add in the role defaults to restrict sales people from accessing only those customers which are under them.
On Thursday, October 11, 2012 10:25:39 AM UTC+5:30, Rushabh Mehta wrote:Aditya,That is the right way. You can also add defaults in Role. We will try and make this more accessible!best,Rushabh
On 11-Oct-2012, at 12:48 AM, Addy <ad...@gmail.com> wrote:I think I found something like
"Defaults
These values will be automatically updated in transactions and also will be useful to restrict permissions for this user on transactions containing these values
"
I don't know if my query is related to this table in the users but I think this might do the trick, any help on this table would also be appreciated.
On Thursday, October 11, 2012 12:25:37 AM UTC+5:30, Addy wrote:Would n't it be nice if we could add our custom fields and then restrict certain roles or user by add values to those fields.
On Thursday, October 11, 2012 12:24:22 AM UTC+5:30, Addy wrote:Hi,
I have noticed that there is no way to add more fields in the Restrict by field of the permissions manager, wouldn't it be nice if we could add more fields in the restrict by column.
Basically I am trying to link a user id to the Sales Person so that this user id is only able to see the transactions of his own sales persons.Similarly I would like add a role which can only see those customers which are assigned to them.