Granular Restrictions by Roles to only show the data created by the user to that user
If administrator allow Create Expense or View Expense. all user see all expenses of company.
But Give User Right to create expense but not see company all expenses.
This is a very important feature. For example, salary goes into expenses and if we give a sales manager access to expenses to record his daily expenses, he will be able to see everyone's salaries, which makes it non-practical.
Ideally, there has to be a permission level, whereby sales guys can create, view, update only the expenses that they have created.
There are plenty of such requests by different users. Listing some of them below. Hoping that it can be considered for prioritisation.
- https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/14644131-permission-for-some-accounts-access-to-staffs-or-u
- https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/12362496-hide-salary-on-expenses
- https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/33482617-role-permissions-at-branch-location-cost-center
- https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/10951203-enable-role-where-the-user-can-t-see-transaction-d
- https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/14782470-share-particular-expenses-account-to-user