People and access

1 Roles and permissions What a role grants, what each action and each data scope actually means, what the grid offers that… 2 Who sees what Why one person sees a record and another does not: ownership, the role tree, the scope, sharing rules,… 3 The org chart and reporting lines What a reporting line actually grants, why two managers side by side stay separate, and what a superior… 4 Owner, assigned, and marked One owner, any number of assignees, and any number of people it is marked to — and what… 5 Restricting somebody to their own location The two halves of restricting somebody to a warehouse, every combination of them, where the product enforces it,… 6 Sharing rules The Data sharing screen: the least everybody gets on each module, and the exceptions that give one role… 7 Circles and groups The three lists of people, what each one is for, and why only one of them may hold… 8 A person's own permissions, and when they apply A role replaces a person's own permissions; their own apply only when they have no role. How to… 9 Approvals Whose agreement a proposal, quotation, sales order, proforma, invoice or credit note needs before it can be sent,… 10 The audit log Settings › Audit: who changed what and when, what a row actually holds, and the changes that leave…