Sage 200 UKI Ideas Portal

Restricting access to Sales accounts for specific users

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them

  • Yasmin Davies
  • Dec 20 2023
  • Idea Accepted - Gauging Support
Idea Benefit More control over access to customer information and speeding up data access for users
How do you solve for this problem today? No solution is available at the moment
Product Variant Sage 200 Professional
  • David Shearer commented
    9 Jan 01:43pm

    Something that could help with this would be the utilisation of analysis codes on your Sales Ledger. You could set one up for Sales person. Once this is done you would then just have to set up public filters allowing your sales person to then select the filter relevant for them.

    They of course would still have the ability to view other accounts but at least with the filter on it would just be their own.