Hi guys.
Need advice on the minimum role permission needed for each of these users
I tried assigning sales user role to a user and he couldnt create delivery or even invoice or payment. It can only create and submit sales order. Or am i misunderstanding the roles themselves
Also on purchase user role i encounter error when saving and submitting the purchase order
anyone can help me
In the setup/user, in section Roles, click one of the role you want to select to see what permission a role gave. For an instance Purchase User role:
Start by reading the docs Role Based Permissions
And be aware too of Manager roles - say for example Sales User and Sales Manager.
In the 'Roles Permission Manager` and from Roles dropdown, select for eg Sales Manager.
That lists the DocTypes and the ‘standard’ permissions.
