Access Control

Sales and purchase staff often should see only their own customers and documents, and sometimes should not see prices or invoice details. This module restricts access by partner, salesperson, purchase user and warehouse with access rules per user and partner. It can hide order or invoice detail, hide the payment button and limit payments to chosen journals or treasury mode. It covers sales, purchase, stock, invoices and statements. Administrators keep control through a per-user access scope.

1. 1

   Open the user access scope

   On the user form open the OSLOOP Document Access tab to see the access rules of that user.

   • Access rules list
   • Scope flags
2. 2

   Add a partner access rule

   Add a rule with the partner, its visibility and the company. Additional salespeople or purchase users on a partner extend who can see it.

   • Partner and visibility
   • Additional users
3. 3

   Choose invoice access

   Set whether the user sees sale and purchase invoices and whether the statement is shown.

   • Invoice access sale / purchase
   • Show statement
4. 4

   Control payments

   Allow or hide payment, choose treasury mode and the allowed journals for that scope.

   • Allow payment
   • Allowed journals
5. 5

   Hide detail on orders and invoices

   Hide order or invoice detail for restricted users. Printing, sending and previewing follow the same restriction.

   • Hide order detail
   • Hide invoice detail
6. 6

   Limit warehouses

   On warehouses choose allowed users so pickings and stock moves are visible only to them.

   • Allowed users per warehouse
   • Pickings filtered

Back to version applications