Selling · Guide 257 of 624
Restrict salespeople to their own customers
In RockifyERP, you can make each salesperson see only their own customers and documents.
How to do it in RockifyERP
- Set the sales person on each customer.
- Give each salesperson a User Permission on Sales Person for their own record, or on the territories they cover.
- Their lists of customers, quotations, orders and invoices now show only their records.
Tip: Managers can be given permission on several territories to see their whole team.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.