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Restrict view and access to a customer's transaction records.

edited Nov 25, 2020 1:49AM in Search / Reporting 10 comments

Hello,

We have two business units wholesale & E-commerce each having sales orders and other transactions that are visible and accessible from the main sales orders, etc.view. I would like to restrict who can access the E-commerce transactions (i.e. sales orders, return authorisations, fulfilments, credit memos and item receipts). Currently we have set up a generic E-commerce customer, a specific E-commerce location and also an E-commerce department. Therefore please advise how I can prevent a user who is viewing wholesale transactions from viewing/accessing/editing sales orders for the department, customer or locations assigned to E-commerce.


Thank you,

Eunice

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