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Restrict View All Customer Orders to just orders by that rep (V11.4)
Creating Sales Reps and Assigning it to a "Sales Rep" User on AdvancePro
Logging in as a Sales Rep user will disable this user to view other Sales Reps' orders in the system.
Existing Sales Reps on AdvancePro (see example below):
- JOHN DOE
- TIM BROWN
As a Super Admin User, the orders for
Sales Reps are shown.
As a Sales Rep, "John Doe", only his orders are visible.
Updated: 08 Feb 2017 08:44 PM
Help us to make this article better
Restrict Sales Rep drop down to just Sale Rep on Place new order (V11.4)
How to Assign a Default Sales Rep for an AdvancePro User
Creating a Sales Rep Role, Assigning it to a User
How to Set the columns displayed on View all Orders per Role.
How to update the sales rep assigned to an order once it has already been created
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