Dear All,
Good day!
I need my sales manager to enter quote, ask for approval and convert in order. They should only access to their clients quote (I did that with responsibility center). All other information are sensitive and thay must not access them. Of course I can customize their view and disable them to edit it but it looks not secure. If they can someway get a valid url to a different page they can see data inside.
- Permission is the way.
- Permission are difficult.
- I need your help.
Recording function is cool but out of the box does not allow webclient to run. Microsoft sudgest to always add "BASIC" permission set. This "BASIC" is 589 entry and include many sensible table: invoices, purchase orders, accounting table ecc... Is not so basic at all. I think is "BASIC" for a generalistic user.
I need a permission set with the minimum record rrequired to "run" the webclient and then on the top of that ad the recorded one. How can I find / build it?
Many thanks
