Configuration

Restriction to products visibility

Last updated: 2023-12-07

In InvoiceOcean, there is the possibility to restrict the visibility of a product to specific users of the system and make it accessible to only one of them or a selected group. Other departments or companies, as well as users assigned to them, will not see the chosen products in the system.

To do this:

Create a new department following the instructions provided in the post New Department, New Company, New Bank Account – Differences and How to Add Them.
Assign the department to a user according to the instructions given in the post How to add new users and give them access to a specific department.
Go to the Settings > Account Settings.
Navigate to the Configuration > Users and Privileges tab.
Check the box for Product restriction

Press the Save button;

Go to Warehouse > Products in the top menu bar;

Using the gear icon, click the Edit button next to the selected product;

Press the See more options button;

From the Company/department (data access) section, choose the department (and therefore users) that should have access to the visibility of the selected product;

Press the Save button

To similarly limit the visibility of warehouses or customers, follow the instructions described in the post Limiting Warehouse Visibility or How to Limit Customer Visibility.

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Comments

RAHIM

Once I tick product restriction. The user is not able to view any product (even his own warehouse), request your assistance

2020-09-08 21:48

Kacper_Seta

Has the answer Hello,
after enabling "Product restriction", all products receive the restriction "Administrators only" by default.

To grant Users access to a product, you need to edit it, click "See more options" and in the "Company/department" field choose a department to which the user has access to or "All users".

Best regards,
Kacper Seta

2020-09-09 09:50

Restriction to products visibility

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