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Former Member

Restrict users to subset of customers

Hi all,

I'm wondering is there a way to restrict users to a subset of the entire customer list.

For example, to restrict sales users to viewing only customers who they deal with in their region; for confidentiality reasons.

Is there any simple way to do this?

Thank you in advance,

Richard

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2 Answers

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    Former Member
    Sep 01, 2008 at 08:20 PM

    There is no hard restriction possible out of the box. Only through SDK coding can this be achived.

    You can set a formatted search on the CardCode / CardName fields and expect users to select based on the formatted search result but this would not prevent them from just hitting TAB and seeing the whole list

    Suda

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    • Former Member Former Member

      Thanks Suda,

      I heard good things about the Usability add-on, so if it can do what I need and restrict users views of the customer database, then perhaps that is what we will install. It would be a small price to pay for us to maintain absolute control over who sees what.

      Thanks for your quick replies, I appreciate it.

      Richard

  • Sep 01, 2008 at 08:30 PM

    Hello,

    You can check Data Ownership authorization if the same is applicable and helpful in your scenario or not.

    The following is the link to the Documentation :

    https://websmp208.sap-ag.de/smb/sbo/documentation

    SAP business One 2004

    Data Ownership.pdf

    Regards,

    Jitin Chawla

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    • Former Member

      Thanks Jitin,

      I don't seem to be able to access that page, perhaps it is because I am an end-user/admin, and not a partner!

      Richard