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Customizing Roles
We have a new employee and in building a role for them, I used a combination of accounting and sales support permissions, etc.
They need access to vendor transactions to manage logistics and vendor relationships; however, they need access only to our vendors who supply COGs items - not other suppliers, such as phone company, accountants, etc.
Any hints on how to discriminate between these? I could set up a new category, which seems like the obvious solution. Does anyone know if 1) the category for existing vendors (with history) can be changed? or 2) a better solution that you might be using to make this distinction,(probably something obvious I've overlooked) thereby being able to limit access to those vendor records?