How to limit the report “Sales Order by Sales Rep” only to view Sales Order Related to him or his team.

How to limit the report “Sales Order by Sales Rep” only to view Sales Order Related to him or his team. Meaning if a Sales Rep (not Supervisor) he must be able to view his only Sales Order. However if the Sales Rep is a Supervisor he can view his Sales Order and also view the Sales Order of his team only. He must not be able to view  other Supervisors’ team Sales Order.

Rookie Asked on December 31, 2020 in How To's.
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Hello everyone, I manage to solve this, and i want to share it with you all.

 

First must have a Administrator role to do this.

You have to go to the Manage Role and Select the Role for the Sales Rep (or the role you created under Sales Center).

On the role you will see the EMPLOYEE RESTRICTION drop-down list.

Select own, subordinate. This will allow his own and his subordinates report only.

 

Regards

Rookie Answered on January 2, 2021.
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