Sales Personwise Customer Access

Step 1 :  Set User Permission . Always update  for lower role at the end . i.e. first save

 · 1 min read


Step 1 :  Set User Permission . 
Always update  for lower role at the end . i.e. first save record for user having multiple roles and then for user having single role as it will overwrite.




Step 2 : Go to Role Permission Manager

Select Role and Doctype



Step 3 : Select Document Type and check if customer is permitted and click on Set.


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