19 lines
723 B
Markdown
19 lines
723 B
Markdown
|
# Restricting based on Owner
|
||
|
|
||
|
Following are the steps to restrict User to a document based on Owner/creator.
|
||
|
|
||
|
#### Step 1: Role Permission Manager
|
||
|
|
||
|
`Setup > 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.
|
||
|
|
||
|
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
|
||
|
|
||
|
#### Step 3: Apply User Permission
|
||
|
|
||
|
For Role to be resricted (Sales User in this case), check "If Owner".
|
||
|
|
||
|
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">
|