How can I restrict the Requesters of Xero Quotes?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Quotes in ApprovalMax. For example, access rights for the creation of Quotes can be configured so that a particular Requester is allowed to select only particular Customers or a particular Tracking Category.
This is how you can restrict a Requester:
- Click on the matrix icon
in the first step of the workflow to open the Requester matrix:
- Add the Requesters who will be allowed to create Quotes.
- Specify the restriction criteria, such as: Customer, Account (GL Code), Tracking Codes, Item, Tax.
- Click on DONE and update/activate the approval workflow to save your settings.
Please note: in some cases, you can choose whether the field should be mandatory or optional for the Requester to fill in during Quote creation:
The Customer field is always mandatory.
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