Security set up
wdinzey@dpdsoftware.ca
8-30-17
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.
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
Neil
Hello, We also have a customer on windows who is on 2026-02-28 having the exact same error message after updating. The title of the messagebox is in our case is: "C:\Program Files(x86)\Han...
23:33 19 May 2026
Hello Piotr, if you reported the bug can you please past here the title so we can test it. Thank you. Benjamin...
11:35 28 Apr 2026