For our Sales Group, I have limited access to "Reporting" to one Report "GP,Orders". However As a user in Sales Group I can still type in the initials of another Salesperson and see there numbers. How can we limit the GP,Orders report to only the user doing the report and restrict them from entering and completing a report on another Salesperson?
This answer was correctCreated by23:50 18 July 2013
This can be done with a function called: Limited Access.
Its possible to limit a user to see only his/her own contacts, quotes, orders etc or group ones.
The same goes for reports. If a user's access is limited for that user only, then the salesperson in reports will be by default that user and they can not overwrite it.
