This article details and feature level permissions available to you and the version of the app that they are available from.
These permissions are applied to users directly, you can read about this in the User Management Article.
Deny Document Level Delete
This permission role contains the following child permissions which deny the user from deleting documents of these types:
- Deny Lead Delete
- Deny Quote Delete
- Deny Order Delete
- Deny Invoice Delete
- Deny Purchase Delete
- Deny Despatch Delete
Available from version 25.10.3
Deny Company and Contact Delete or Merge
- Deny Company Delete
- Deny Contact Delete
- Deny Company Merge
Deny Quote View
Deny Order View
Deny Quote View if Not Account Manager
This permission role contains a single child permission to deny access to the quote details view for a quote if the current user is not the account manager for the customer of the quote.
Available from version 25.10.3
Deny Order View if Not Account Manager
This permission role contains a single child permission to deny access to the order details view for an order if the current user is not the account manager for the customer related to the order, or the assiged account manager by override of the order.
Available from version 25.10.3
Deny Calculator Access
This permission role contains a single child permission to deny access to the Recipe Calculator in Quote and Order Grids and the related Recipes Panels.
Available from version 25.10.4
Comments
0 comments
Article is closed for comments.