Security Settings - restricting views

(0) Share

Report

Posted on by Dana Simpson

I would like to have the option of a User only being able to see Customer Purchase History OR

No cost views or reporting options.

I have a few staff members in my organization that I need to be able to access purchase history only and I don't want them to be able to view costs or be able to print reports.Is this possible in this program? I have tried a few things and have not been successful.

Thanks!

Dana

*This post is locked for comments

All responses (2)

Answers (0)

Dana Simpson 25 on at

Like (0)

Report

Re: Re: Security Settings - restricting views

Hi John,
Thank you for responding.....
I believe I have exhausted the field level security and I am most certainly doing something wrong. I guess I am just looking for the easy way out- someone to say "first - do this, second - do this". I set one "level" in field level that restricted all access, then I tried modifying another "level" that my previous provider set up and nothing changed. I am sure I am doing something wrong, but I would like someone to advise me, by helping me create a field level from scratch, exactly what I need to do.
Thanks again and wish me luck (or if you have the directions that you could copy and paste to me on how to set up a restricted level of access, I would be thrilled!)
Dana
Community Member on at

Like (0)

Report

Re: Security Settings - restricting views

Dana,

Have you tried Field Level Security?

John Chastain

MMLJ Consulting, LLC

636-734-7935