Restrict Reps to Their Own Clients & Orders

Hi there,

New role permissions let you limit a user so they only see the clients and orders they personally manage — ideal for sales teams where reps should stay in their own lane.

What's New:

• Two new permissions restrict visibility to records the user owns (managed-by client, and order owner)

• When enabled, the restriction applies across Clients, Orders, Quotes, Transactions, Dashboard, Search, Exports, picking/return/contract documents, and the Notifications list

• On the system notifications list, the Managed By filter is locked to the current user

How to Use It:

• Go to Settings → Roles and open the role you want to restrict

• Enable the managed-by restriction permissions and save

Benefits:

• Reps see only their own book of business

• Cleaner lists and better data privacy across a multi-rep team

If you have any questions, please reach out to our team through the chat or by emailing [email protected].