Roles and permission for employee

Frappe Framework Permissions
1

Hi everyone,

i’d like to ask about granting roles and permissions access for an employee.
This case, for example, my company has new sale person, and i’d give him permission to manage customer info including company and contact person, with these permission: add, edit, update but NO delete.
He is also not allowed to access other resources like price, quotation, orders, … at least for first time until i gave him new permission.

This user is LDAP user.

Please advise what would be good way to get it done.
Thank you very much.

2

Hello,

Please to refer to the links below for Managing User Permissions.

https://frappe.github.io/erpnext/user/manual/en/setting-up/users-and-permissions/user-permissions1

https://frappe.github.io/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions1

For field based restriction you can use Perm Level in Permission Manager,
https://frappe.github.io/erpnext/user/manual/en/setting-up/articles/managing-perm-level2

Hope this helps.

2 Likes
3

Great, thanks @ArundhatiS