Limit a System User to "filtered" records only

ERPNext User Forum
1

Is there a way to set a System User to only view and enter Sales Orders for a limited number or single Customer? I’d term it an “internal customer” role where the user can make full use of the System User features but only for limited functionality eg:

  1. View a single customers’ Sales Orders
  2. Enter Sales Orders for only one set Customer

If the ability to restrict users from changing the report filters was present that would cater for the first point.

Not sure how to setup the second though, has anyone got any suggestions?

Thanks
Liam.

2

Hello Liam,

You can achieve this by setting Permission Restriction for the user role.
Please check Role Permission Manager tool to learn more about it.

https://erpnext.com/user-guide/setting-up/permissions

Restrictions defined in the User Permissions will be applicable in the
transactions, as well as in the report.