Hello,
As of now session defaults always reset after relogging in. There’s no way to set a default company for a user permanently except setting permission and restricting the user to that company. This restriction not only leads to some bugs (such as some reports not working, etc) but also restricts the user if the user may want to view reports in other companies. Permanent session defaults would help fix the above limitations.
Thanks
Session Defaults was introduced so that users who have access to multiple companies or departments or locations can navigate smoothly between the multiple options. If you want to permanently setup, then user permissions is the best way to go ahead. Perhaps you can try ignoring permission of Company on specific documents/reports…this will not cause any user permission notifications even if user is restricted to 1 company.
is there any way to change the session defaults programatically ?
i.e. give a link or some sort of option in the dekstop or website to click on a company(a link ) and that company gets set as the default for that session.
hi @jaichavan
while we set the permission to be default and for all doctypes … when we go to sales invoices for eg, it didn’t set on the filter and even if we create a new invoice the default values for the parent company is present and prefilled on the invoice…
using ERPNext: v12.14.0
I think there should be an option to set the default settings on the user page itself or to enable to pop the session defaults directly after the user login and save it’s value to user preferences…
You can use Session Defaults setting.
For more details: https://docs.erpnext.com/docs/user/manual/en/setting-up/settings/session-defaults
Session defaults reset every time and need the user to set it on every login… are there something persistent?
I think, this needs to be there on the user page like @michaeleino said. This will help a lot.
