Security set up
wdinzey@dpdsoftware.ca
2017-08-30
Hi,

I am trying to set up a Access Group for Sales.

They are allowed to use Quotes, Sales Orders but not allowed to create Deliveries or Invoices.

I have started with no access and given access to the Modules they need.

CRM, Quotations, Sales Orders

I am trying to figure out how I go about allowing them to be able to VIEW deliveries and Invoices linked to a SO as the Order Desk processes the order.

I have tried giving them

Register Deliveries Browse
Register Invoice Browse


This is with no access to modules for AR or Inventory.


Help please.
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