User view permissions

View Permissions allows you to control what your Sales Reps and/or Account Reps can see within the platform. This security permission restricts these employees to have view access to only what they 'own' from the business record and out.

All
These users can see all records that they have top-level permissions to see. Not restricting the user by Account or Sales rep.

View Permission Enabled

Sales Rep
Where the user is assigned as the sales rep on the customer record

Account Rep
Where the user is assigned as the account rep on the customer record

Account Rep or Sales Rep
Where the user is assigned as the account rep or sales rep on the customer record

Quotes
Can only view quotes that are assigned to a customer the user can view

Shipments
Can only view shipments that are assigned to a customer the user can view

Dispatches
Can only view dispatches where ALL of the shipments being moved are assigned to a customer the user can view

Invoices
Can only view invoices are assigned to a customer record where the user the user can view

Bills
Can only view bills where the bill is assigned to a Shipment or Dispatch that the user has permissions to view (see above)

The dashboard, notifications and search functionality is automatically restricted

Permissions automatically removed
Bill Payments
Invoice Payments
User management
Company Settings
Reports

Updated on: 09/18/2022