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User Permissions

User permissions is a way of restricting user access to particular documents.

Role based permissions allow setting complete (by default) access to a document type (doctype) like Sales Invoice, Orders, Quotation, etc. This means that when you assign a Sales User role to a user, they can access all the Sales Orders and Quotations.

User Permissions can be used to restrict access to select documents based on the link fields in the document. For example, consider that you do business with multiple territories and you want to restrict access of certain Sales Users to Quotations/Sales Order belonging to a particular territory. This can be done via User Permissions. The restrictions can be set on Customer, Supplier, Customer Group, Supplier Group, etc.

Setting User Permissions are particularly useful when you want to restrict based on:

  1. Allowing user to access data belonging to one Company
  2. Allowing user to access data related to a specific Customer or Territory

To access User Permissions, go to: \u003e Home \u003e User and Permissions \u003e User Permissions

  1. How to create User Permissions
  1. Go to the User Permissions list, click on New.
  2. Select the user for which the rule has to be applied.
  3. Select the type of document to be allowed (for example \