Our sales team were provided read only access to customer orders, invoices, quotations and sales price lists but now I’ve been asked to restrict their access to only their customer information and data. Management does not want a salesman to be able to pull up customer orders, invoices or sales price lists of other sales team members.
I am stumped on how to fulfill this request using the IFS permission sets. I do not see how to accomplish this request from a permission set functionality.
I thought about potentially trying to create unique contexts per sales team member but I’m not sure this would work either. If we were able to use context it would be a maintenance headache as sales team members come and go.
So I’m looking for ideas on how to solve this request.
Thank you,
William Klotz
