Restrict viewing of certain accounts orders, invoices, etc...?

Hi,

Is it possible to put elevated privileges on certain accounts so that only select users can see the transactions (orders, invoices, balances, etc...) for this account?

Basically, I want to hide certain business on the Sales ledger and the Purchase ledger from floor users but they'll still require access to create orders and print invoices for the remaining accounts on these ledgers.


Thanks

  • 0

    Hi Conor,

    Thanks for using Sage City.

    It’s not currently possible to restrict access or viewing of certain accounts, orders, invoices, etc. It’s only possible to restrict access to certain modules. However, you can log this as a suggestion to improve our Sage 50cloud Accounts software on our Ideas Board.

    To log your idea select Submit an idea and then complete the form. Once logged, we’ll be able to use your idea and help us to shape your Sage software. Other customers will also be able to vote on your idea.

    Regards,

    Paul
    Sage UKI