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Thanks Val. I love that you guys added a release notes blog!
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Yes, It is how I set up the roles.
I copied the "bill" screen and edited it. I think I'm viewing the copied screen because it doesn't use the orginial anymore.
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samleung-
Lets try to simplify this and let me know if we are on the same page.
You have a button(Save) on the Bill screen and this button only has the Manager role checked.
You have a user(John), John only has access to the Staff role.
You have a user(Ralph), Ralph only has access to the Manager role.
When you log in as ...
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I tried to log in and out few times but the staff account still can edit the bills.
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Also note, that if its a button with multiple events it will still display the addiotional actions but disable the user from actually using it (They will get an alert).
-Michael
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Hi samleung,
I just tested it and it seems to work fine.
-Michael
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Michael - I am going to look into this and get back to you. Thanks.
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I'm tring to set different permisstion for "staff" and "manager".
For example, Staff can only read the bill but no right to edit. So I tried to change the button roles on the "save" and "delete" button, but I still can see and use these buttons on the staff account.
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The Save and Email button on the standard Pro Services Invoice screen does not work. The email notification shows at the top of the screen and indicates 0 emails sent. I go straight to Customer Center-Invoice, select the invoice and Save and Email and it emails fine.
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Steven,
The Method Team usually attend the following conferences annually:
http://www.scalingnewheights.com/
http://www.sleeterconference.com/
*Note that these conferences are not for end users.
It looks like you are a QXO user so you may want to conact them in regards to a QXO users conference.
-Michael