Is it possible to limit one sales rep / user not to see other sales rep / users’ proposals, invoices issued for the same customer.
We need both of the users to see the same customer contact details and that’s all. We need that one user is not able to see other users’ requests for proposals and purchase orders to a vendor which another user has made.
We need to strictly divide the sales reps so they are not able to see each other work for the same customer or vendor. How to do this?
Hello,
As far as I know, dolibarr permission system is not that detailled unfortunately
Yes, but that automatically leads to duplicate creation of Customers and of Vendors in that case and is normal practice in the sales departments everywhere. It blocks also the chance to have some general customer or vendor based reports or statistics if you have more than 1 sales rep.
Isn’t there really a chance to do it?
The only option is a custom module. Then, each page that holds this ‘sensitive info’ should be rewritten to limit the data output based on the current user ID. And this is a lot of pages. Proposal/Order/Invoice lists and cards, their appropriate tabs, Third-party cards and tabs, third-party stats, other statistic pages and so on … basically every page that has some info regarding a customer.
Hello,
Dolibarr is opensource so of course everything can be done !
You can try to do it your self or hire someone to do it for you 
