Hi, i want to make sales order list or customer list is just shown to the one that create them , how i can do that ?
i want to make the sales team can only see their own sales order not all
so i want to make this applicable for certain roles
Thanks
This is implemented for leave applications, checkout source for that. also the following documentation will guide in right direction
https://erpnext.com/user-guide/setting-up/permissions/role-based-permissions
Hi ,
i whink with user role permision manager i just can only set is the user can see the document or not, but what i want is like adding filter created by on the list
because the user should be able to see the list , but the list should just shown the document that created by himself
thanks
There is something called apply user permissions which just do that. Check both links, go through leave application’s code for ref.
https://erpnext.com/user-guide/setting-up/permissions/user-permissions
Hi,
i dont really get it…
in the example i can set permission for a user against a document for example SO-0001
but what i want is for example :
A created :
SO-0001
SO-0003
B created :
SO-0002
SO-0004
so when user A login and see list SO it will just show :
SO-0001
SO-0002
and when the user A created SO-0005 , it will show
SO-0001
SO-0002
SO-0005
and when user B created SO-0006 , user A will still see :
SO-0001
SO-0002
SO-0005
but if sales manager let say C will see :
SO-0001
SO-0002
SO-0003
SO-0004
SO-0005
SO-0006
i dont think i can do that with the option available
User permissions on “owner” should do it. You will have to add a custom field for that.
