1. Go to “Admin”, click “Workflow & Right Setup”.

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2. “Workflow Setup” will pop out, click “Access Rights”.

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3. Select Category :

  • To change access right for Proposal, select “Proposal”

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  • To change access right for Renewal, select “Renewal”

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  • To change access right for Orders, select “Sales Order”

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4. Tick “View Own Record” box for the specific roles eg. Senior Sales.

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5. Untick the “View Any Records” box.

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6. Click “Save” at “File” tab.

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7. Click close.

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8. Then go to “System”, click “Users”.

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9. Select the specified User.

10. Tick “Show Admin Info” box.

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11. At the “Account File” select the account of the user.

  • eg. user name is “Eric” select Eric account, “Eric – abcd12345”

 

12. Then click “Save”.

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