Setting up user access rights and restrictions

Objective

After completing this lesson, you will be able to Manage access restrictions for sales representatives..

Setting up user access rights and restrictions

In addition to using business roles for assigning general access to work centers and views, you also have the option of restricting read and write access for users to whom a business role is assigned.

Authorizations for certain views can be restricted either to employees or territories associated to the specific item in a view, or via assignment of the employee to an organizational unit. Products can be restricted using the employee's sales data.

Click on each icon to learn more about access rights and restrictions.

In the following simulation, you'll learn how to set up access rights and restrictions for a new role.

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