How to set permission level for sales users to limit access to customer

Hi want to be able to set up some permissions somehow so that our low level sales guys can only access customer accounts that are in some way assigned to them (and also only see report data related to the same)

Does anyone know how this might be achieved?

Thanks

Mike


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go to Setup / User Permissions and add specific Customers against Users. 

-anand. 

Sent from my phone

On 25-Sep-2014, at 18:35, Mike Jones <mi...@neogain.com> wrote:

Hi want to be able to set up some permissions somehow so that our low level sales guys can only access customer accounts that are in some way assigned to them (and also only see report data related to the same)

Does anyone know how this might be achieved?

Thanks

Mike


  1. Please be kind and don’t send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues



    You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

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    For more options, visit https://groups.google.com/d/optout.


  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues



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