in my current ERPNext installation, I have one company created. That company is used for all the projects we are managing.
For daily operations, I have set up multiple users that have “Projects User” role assigned. With that assignment, it gets the “Company - READ” permission.
Now my problem: When that particular Projects User opens the Company Document, it can see the report “Sales” on top of the company that shows the sales activities of the last 12 month.
I don’t want to show every user the sales report nor the fields “Monthly Sales target, / history etc.”
How can I disable that?
With the unwanted fields, I found a solution: - Set the permission level to 1 for the section “sales_settings”: This prevents the user from seeing the fields “Monthly Sales Target” etc.
But for the report I don’t find a solution. It seams that the report is specified here: https://github.com/frappe/erpnext/blob/develop/erpnext/setup/doctype/company/company_dashboard.py
I tried the following:
- Restrict the “READ” permission for Project Users: Then I get an error in the TimeSheet view (User is not allowed to view Company).
Any hints in the right direction?
Just for the records: Using ERPNext 12.8