Category: Access Right

New access control behavior to Proposal, Renewal and Orders

1. Go to “Admin”, click “Workflow & Right Setup”.           2. “Workflow Setup” will pop out, click “Access Rights”. 3. Select Category : To change access right for Proposal, select “Proposal” To change access right for Renewal, select “Renewal” To change access right for Orders, select “Sales Order” 4. Tick “View Own Record” box for […]

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