Thanks …
How to hide a "A ID"user data To “B ID”.“A ID” mapping To One Company And B Mapping TO Another COmpany…THose data Like Sales Invoice and customer.etc,…When I Login To “B ID”… The “A ID” USer Data Is Not Show To THE “B ID” USer…
Please Give THe EXplaintion Clearly…
I m Staring User of ERp…PLease Help to Share The Knowledge With Me…
Are you trying to restrict user based on Company or based on Owner. To restrict user based on Company, you should first define the User Permission Rules, as which User will have access to which companies data.
Setup >> User Permission Manager
User A - Company - Company A
User B - Company - Company B
Then in the Role permission manager, for this document, and for the Roles assigned to users, check “Apply User Permission”.
Thanks…
Yeah…Alraedy Done Ths Step…Now The Company A Data Is Shown To Company B.I Want Hide a Both Company Data.Now I Submit Many Data In Company A .That Comapny A Datas are Shown In Company B.i Would Like To Hide The Datas.The data Like sales invoice,Employeee,Customer,eetc…This Concept Is Run A Two Company In Sites(With One Databases).
Thanks…Please Help
If you have already set up the User Level permissions for the Users, then they should only see the relevant information. We have been using it and it works.
For your case if XXX has Ramu and YYY has Raju, then in User level permissions, for user Ramu, select Doc Type as Company and “add User Permission” and Select Value as XXX. Similarly for Raju, select YYY. Now the users would only see the relevent company data.
As for your query related to Securing data between Userid, then you can try the same user level permission based on User.
Thanks For Ure Reply…
After This Mapping…Same Problem Is Repeated One Company data is Shown To Another Company…
AnyOne IS Ready Solve…Please
Regards,
Sajid
Can you goto Settings>>Users & Permission>>Role Permission Manager. Select a document from the pull down list of Document Type say Sales Invoice. It will show all the roles that have permission to view/write/create etc.There is a check box for Apply User Settings. You will have to enable it for the different roles.
Check after this for Sales Invoice for different companies and users. You should see the relevent data.
Thaks Ya…I hide All The Data…But Only Items Is Not Hidden??For All The Roles Is Enable For A Apply User Permission…
Why???What s Mistake??
Any Mistake?
Filtering the DocType based on e.g. Company is working for me, even when there are lot of settings to do.
But what is not preferred in IMHO is that the users will see the LOCKED filters.
As you can see, at the screen shot: The user is noticed about the special “Company” filter. Normally that let people think about getting the other data as well
Is it possible to hide the lock and the filter info (Company = XXX or YYY)?
Sorry as this not configurable. I believe that if filter is applied, it’s important to show value based on which filter is applied. Other User can spend time in searching the record he/she doesn’t have access to.