How to let a user see only their own customers and invoices

A role says what its holder may do and which records it reaches: all, their branches, their own, or none.

Steps

  1. Start the role

    Choose Settings → Roles, then + Sales to start from the sales template, or + New role for a blank one.

  2. Choose its permissions

    Tick what it may do, such as Date drafts, Export lists, Sell below minimum or See costs and profit; each says what it allows.

  3. Set what it reaches

    Under Which records it reaches, set Documents and Contacts to All, Their branches, Their own or None, then choose Save. Their own is what its holder made or sells, and their customers.

  4. Give it to people

    On Settings → Users pick the role in a member's Role column or when you Invite user; for Their branches, set the member's Branches on the same page.

Was this guide helpful?

More guides

About Accounting & reportsPlans and prices in Saudi ArabiaHow to send a customer statement by WhatsApp or emailHow to require a second approval for large purchasesHow to import a bank statement and reconcile itHow to paste lines from Excel into an invoice, bill or journalHow to record a cash invoice and a cash expenseHow to set up Aqid ERP for your industryHow to move many ledger lines to another account at onceHow to find any record or file by a word, number or amountHow to give an auditor read-only access and read the audit trailHow to send a monthly management pack and forecast cashHow to connect a partner app to Aqid ERPHow to close the month with the month-end checklistHow to ask your books a question and connect an AI assistantHow to give your accounting firm access to your booksAll guides

Aqid ERP in Saudi Arabia

Set up for Saudi Arabia's rules from the first day.

  • Plans from  79 a month
  • ZATCA Phase 2
  • VAT 15 %
  • GOSI & Mudad WPS
Aqid ERP for Saudi ArabiaPrices in Saudi ArabiaVAT registration in Saudi Arabia: the thresholds, the 30-day deadline and the fineGetting a VAT refund from ZATCA: the credit balance, the request and the bank accountCancelling VAT registration in Saudi Arabia: when you must, when you may, and what follows