User Restriction

Following are the steps to restrict User to a document based on Owner/creator.

Step 1: Role Permission Manager

> Home > Users and Permissions > Permissions > Role Permissions Manager

Step 2: Select Document Type

Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.

Step 3: Apply User Permission

For Role to be restricted (Sales User in this case), check "Only If Creator".

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