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Roles and Permissions

Configuring role permissions, permission levels, and document restrictions.

Permission Architecture​

Security rules are managed at three levels:

1. Role Permission Manager​

Navigate to Users and Permissions > Role Permission Manager to configure permissions across DocTypes:

  • Read / Write / Create / Delete
  • Submit / Cancel / Amend
  • Report / Print / Email

2. Perm Levels (Field-Level Security)​

Fields within a DocType can be assigned a numeric Permission Level (e.g., Level 0 for general fields, Level 1 for sensitive fields like gross margin or cost rate), restricting viewing or editing of specific fields to designated roles.

3. User Permissions​

Restrict access to records based on document links (e.g., granting a user access only to transactions where Company == "North Division").