Customised User Roles

Veronika

Hi,

 

I am wondering if anyone can assist.  I know how to create and update user roles but my client is looking something quite specific.

 

I need to create a customised user role for sales where the user is allowed to create and change a sales order and convert this to an invoice but once it becomes an invoice, the user is no longer allowed to make any further changes to the sales invoice. Is that possible to do?

 

Thank you

V

 

Genreve_S

Hi @Veronika, 
 

Thanks for posting your concern in the forum. 

 

I understand there are use cases for editing what a user can and can't do in the application. There is a deeper customization for the user roles in the application. Unfortunately, these customizations do not extend to what you are trying to achieve. I recommend reading through this article, Set up Roles. This will show you how to customize the user roles. 

 

Let us know if you require any further assistance with this. 

 

Thanks,
Genreve