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User Permissions for the Sales Team | Frappe | ERPNext 

ERPNext Solutions with Nihantra
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In this video, we'll walk you through how to set User Permissions for the sales team in ERPNext. Whether you're an admin or a manager, understanding user permissions is crucial for maintaining data security and efficiency in your ERP system.
In this tutorial, we'll cover:
The basics of user permissions for all Doctypes
How to use the "Hide Descendants" feature
Ignoring user permissions on certain fields
Learn how to effectively manage and customize user access to ensure your team has the right level of access to perform their duties while keeping sensitive information secure.
Video Timestamps:
00:10 - Documentation of User Permission (docs.erpnext.c...)
01:30 - Company-wise permission
02:38 - Is Default (It will be set as default for all future transactions by selected user)
03:24 - Session Defaults
04:04 - Hide Descendants
05:35 - User can only see that lead if a user is the lead owner
07:35 - Ignoring user permissions on certain fields
08:55 - Territory-wise permission
11:18 - Customer Group wise permission
12:42 - Sales Person wise permission
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6 окт 2024

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Комментарии : 8   
@raZz_Kutty
@raZz_Kutty 3 месяца назад
Awesome video!
@ERPNextWithNihantra
@ERPNextWithNihantra 3 месяца назад
Thank You @raZz_Kutty 😊👍
@Smit_Bhaliya
@Smit_Bhaliya 3 месяца назад
Good Work 👏
@ERPNextWithNihantra
@ERPNextWithNihantra 3 месяца назад
Thank You 😊👍
@matheusantos18
@matheusantos18 3 месяца назад
Thanks for this video, It was very helpful!!
@ERPNextWithNihantra
@ERPNextWithNihantra 3 месяца назад
Thank You 😊👍
@raZz_Kutty
@raZz_Kutty 3 месяца назад
I have a doubt. While creating a user through python script, all modules are checked defaulty in user doc. Is any way to uncheck all modules and i have to give only access to the project module .is this possible using python script ?
@ERPNextWithNihantra
@ERPNextWithNihantra 2 месяца назад
I think, you have to create a module profile and select the Project module, that module profile define it in your code.
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