Restriction to client data

Created: 2014-04-03
Last updated: 2021-11-09

InvoiceOcean not only lets you enter restriction on viewing products or warehouses, but also clients.


You may enable this feature by going to Settings > Account settings > Configuration > Users and privileges > Client restriction.

client restriction

Now go to Clients and select the one you would like to put a viewing restriction on. Go to Client data access and select which users or departments can view the data.

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