Method Community

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 ...

I tried to log in and out few times but the staff account still can edit the bills.

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

Hi samleung, I just tested it and it seems to work fine. -Michael  

Michael - I am going to look into this and get back to you. Thanks.

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.

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.

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    

JamesQ, I am glad to hear that it works now but it should have some sort of Save button. If this issue still persits can you send me some screenshots of the screen. -Michael

Will there be a user conference this year? If so, where will it be and what are the dates?