Restrict group of users to access certain Sales Order

Dear ERPNext team,

We have a requirement to restrict users of particular role (e.g. Sales Manager) to view and access Sales Order created by Admin or Management (super user).

Is it possible to achieve this functionality in ERPNext using role and permission option?


Go through this link:-

1 Like

Thanks Shraddha. I have setup permission by selecting owner option and now Sales Order created by user is not visible to other user but visible to Admin. Ideally it should be visible to user of same group/role which is not happening currently.

In owner column of Sales Order table I can see emai id of user created is getting stored. I think it would be better to store role (e.g. Sales User) instead of email id so that same can be visible to other user of that group/role.