User permissions provide a method for limiting a user's ability to access specific documents.

User Permissions is a feature in which access to specific documents can be restricted based on link fields. This is useful in situations where certain Sales Users need to be restricted from accessing Quotations or Sales Orders related to a specific territory. Restrictions can be set for fields like Customer, Supplier, Customer Group, Supplier Group, etc.

1. Pre-requisite

No Pre-requisite required

2. How to create User Permissions

To create a new User Permissions, go to:

Admin > User > User Permissions

3. More User Permission actions

3.1 Advanced Control

The Advanced Control feature allows for more precise application of User Permissions.

3.1.1. Applicable For

To have more control over user permissions, you can specify which document types the permissions will apply to. You can do this by unchecking the "Apply to All Document Types" checkbox and selecting the relevant document type under "Applicable For". This will make the user permission applicable only to the selected document type.

Note: If Applicable For is not set, User Permission will apply across all related Document Types.

3.1.2. Hide Descendants

The "Allow" value can be a type of document that has a tree view. This document type will contain records with a relationship between parents and children or ancestors and descendants.

3.2 Ignoring User Permissions on Certain Fields

If you want to allow certain documents to be visible to all users, even if they have been restricted by User Permissions, you can check the "Ignore User Permissions" option for a particular field in the Customize Form settings. This will override the User Permissions settings and allow all users to view that specific field.

3.3 Strict Permissions

This restricts user access to documents in a stricter way.

3.4 Checking How User Permissions are Applied

After setting up your user permission model, you may want to see how it applies to different users. You can use the "Permitted Documents for User" report to do this. This report allows you to select a specific user and document type to see which documents they can access.

Ticking on the Show Permissions checkbox will show the read/write/submit and other access levels.

Note: If you cannot access any other document type in this list, make sure you've set the roles correctly.