user access segmentation
User to be able to view Only the invoices created by that particular user as supposed to be able to view everyone's invoices
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Anonymous commented
Would be good if the same also applies for Estimates.
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Dawn commented
This is critical. How do you call this a CRM integrated product if you can't use a ton of the features within CRM. So, a workaround would be to use books, but there is no permission setting to only allow access to your own transactions. If we have that setting in CRM and not in Books and you are forcing me to use books instead of CRM then at least have the settings in Books that are in CRM.
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Anonymous commented
each invoice user should only have access to there invoices..not be able to see ALL invoices and what every rep is doing.
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Sinduja Santhosh commented
Adding to the above request, Option to restrict viewing invoice price by all the staff of the Organization.
For Example,In a printing agency, Sales person issues invoice for customer with printing price and design fee. Since Zoho Books allows all users to view the invoice price, designers and delivery man can view the design fee and printing price. In turn designers can do the calculation on how much he could help the company to earn and also delivery man can do the comparison with competitors and he can even leak the price to competitors.
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Brett commented
It would be helpful if could set Team Member permissions to allow create, view invoices for the invoices created only by that Team Member.
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Anon commented
This is a feature we need too. We have different users who we don't want to view other accounts.