We would like to assign certain vendors to specifi...
# general
j
We would like to assign certain vendors to specific user roles. For example: we have vendors setup from whom we buy products, we want the buyers to be able to have access to them. We also have vendors that are landlords, cleaning company etc. , we don't want the buyers to have access to them, just the accountant. I could not find how we restrict access to certain vendors for certain roles or employees.
s
You can create custom field with the same name and restrict based on criteria
s
We use the "category" Field located under Setup > Accounting > Accounting Lists > New > Vendor Category and have each vendor record defined as either "factories" or "services". then created searches for each role accordingly.
j
Thank you Suitestallion and Sarah Flanagan!