Restrict User to Only Quotation Doctype & Redirect to Quotation Desk (ERPNext v16)

I want a role-based setup where a user can access only the Quotation doctype and is redirected directly to the Quotation desk on login, with everything else hidden.

Requirement

I want to configure a role-based restriction such that:

  • User can see ONLY one doctype: Quotation
  • On login, user lands directly on:
    /app/quotation
  • All other modules, workspaces, and doctypes are hidden
  • Left sidebar / menu should be hidden or inaccessible
  • Restriction should apply only to a specific role

**System Manager and Admin users should remain unaffected

Current Problem**

  • Even after limiting permissions and hiding modules:
    • Users still see:
      • Other workspaces
      • Sidebar menu
      • Global search access to other doctypes
    • User does not land directly on Quotation after login
    • Workspace visibility control alone is not sufficient
    • I want a clean, single-screen experience for quotation users
1 Like

+1 for this