Role limitation

Cost of item, price book and invoice able to limited to specific user. I don't want my sale person see my cost, dealer cost and other user invoice.

14 votes

Anonymous shared this idea · Jul 13, 2015 · Report… · Admin →

Completed ·

AdminReshma (Community Manager, Zoho Corporation) responded · Jul 16, 2018

Hi there,

We now have the option to set permissions for users at item level( sales and purchase prices) To know more about this please refer this link.

Hope this helps.

Thank you.

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AdminReshma (Community Manager, Zoho Corporation) commented · July 16, 2018 10:27 PM · Report

Hi there,

We now have the option to set permissions for users at item level( sales and purchase prices) To know more about this please refer this link.

https://www.zoho.com/in/books/help/settings/preferences.html#item-rates

Hope this helps.

Thank you.

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NIE commented · August 22, 2016 5:02 AM · Report

The same ability extended to hiding a list of customers/vendors for a particular sales person !

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I suggest you to...