How to give permissions access only if assigned per document in ERPNext?

1

Hello ERPNext Community,

I’m looking for a way to restrict access to certain documents based on assignments in ERPNext. Specifically, I want to limit the access of certain roles to a document only if it has been assigned to them. In other words, I don’t want these roles to be able to view, edit or delete documents that they haven’t been assigned to.

Is there a way to accomplish this in ERPNext? If so, could you please guide me on how to set this up? I’ve looked into the Role Permissions Manager, but I’m not sure if it provides this level of granularity.

Thank you in advance for your help. Any suggestions or insights are greatly appreciated.

2

Hi @Abdullah_Yassin,

If you haven’t checked then please check it first.

I hope this helps.
Thank You!

1 Like
3

try share and assign to feature in the form view.