Good day all,
I am really struggling here with some permissions and roles
I have created a new role R. I want users having that role to only be able to see customers with given price list and territory.
So in “User Permission Manager” I have assigned Price List A and Territory A for User A and similarly I have assigned Price List B and Territory B for User B.
Now on “Role Permission Manager”, I have ticked for both Customer the “Apply User Permissions” tickbox.
BUT it doesn’t work at all. Even if I tick the “Apply Permissions” tickbox, they can view all the customers, not just the one with the given territory and price list. At the moment, although User A is only able to create Customers from Territory A, he is able to see customer from Territory B as well (which should not be the case)
HOW can I achieve what I would like; that is: User A can only view, create, etc. customers for Territory A?
I have done with Purchase Receipt and Sales Invoices, and it works like a charm. But for some reason, there is an issue with Customer and Territory.
Thanks in advance for suggestions and comments. It is now 2 days that I am pulling my hairs with that!