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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / only allow user to see...
Small and medium business | Business Central, N...
Answered

only allow user to see his/her own PO/SO

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Posted on by Ming Chen 190

Hi there,

Is it possible to setup the permisson and allow a user to only see the Purchase doc / Sales doc created by himself?

I have the same question (0)
  • Verified answer
    Alok.kulshreshtha Profile Picture
    Alok.kulshreshtha 934 on at
    RE: only allow user to see his/her own PO/SO

    Hi,

    You can try with responsibility centre. to setup first create responsibility center and link with user setup.

    Regards

    Alok kulshrestha

    Please verify my post if you find it is helpful

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,529 on at
    RE: only allow user to see his/her own PO/SO

    Hi

    Role Center is one option and simple to setup.

    If Role Center does not work , you can try Security Filter as well

    robertostefanettinavblog.com/.../

    https://yzhums.com/10133/

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,305 Super User 2025 Season 2 on at
    RE: only allow user to see his/her own PO/SO

    Hi, just adding to others' reply, if you want to customize, you can refer to the following practices.

    https://yzhums.com/8427/

    Hope this helps as well.

    Thanks.

    ZHU

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