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How to set accessibility for shipment status and customer payment status?
How to set accessibility for shipment status and customer payment status?
Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over 2 weeks ago

Purpose: To assign employees to only view the specific Sales Order, Delivery Order, and Customer Invoice based on Shipment status and Payment status

Go to company settings, and click on the User Management module. Right here, choose the employee you want to set the accessibility.

Adjust the stages this employee can access in the shipment and customer invoice payment statuses.

Also, to save time, you can click "Copy this preset to other users.." Click choose who you want to sync this adjustment to and then APPLY it.

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