Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to Restrict access to Customer Profile tab in customer master.

Summary:

Is there a way to restrict customer profile tab based on Roles. If not can we make Credit limit, Payment Term etc as read only under customer master tab based on role.

Content (required):

There is requirement where the sales person will be updating few fields and finance person will update few fields in customer creation. So we need to provide access to customer master in such a way that the Profile tab should not be visible to Sales team only Finance team should be able to create or update the data in profile tab.

Version (include the version you are using, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!