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Role-based order creation permissions help to determine who can create orders and quotes. This streamlines the order and quote creation workflow within an organisation, and for customer portal users.

VIDEO - How to set up role-based order creation permissions

A tenant admin can restrict a user to one or more Departments. Once set, that user only sees orders, quotes, invoices, customers, and order groups that fall in their Department(s).…

VIDEO - How to restrict Order visibility per Department?

Jonathan De Noyette

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