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