User Permissions for the Sales Team | Frappe | ERPNext

In this video, we'll walk you through how to set User Permissions for the sales team in ERPNext. Whether you're an admin or a manager, understanding user permissions is crucial for maintaining data security and efficiency in your ERP system. In this tutorial, we'll cover: The basics of user permissions for all Doctypes How to use the "Hide Descendants" feature Ignoring user permissions on certain fields Learn how to effectively manage and customize user access to ensure your team has the right level of access to perform their duties while keeping sensitive information secure. Video Timestamps: 00:10 - Documentation of User Permission (https://docs.erpnext.com/docs/user/ma...) 01:30 - Company-wise permission 02:38 - Is Default (It will be set as default for all future transactions by selected user) 03:24 - Session Defaults 04:04 - Hide Descendants 05:35 - User can only see that lead if a user is the lead owner 07:35 - Ignoring user permissions on certain fields 08:55 - Territory-wise permission 11:18 - Customer Group wise permission 12:42 - Sales Person wise permission 🔗 Don’t forget to subscribe for more ERPNext tips and tricks! 👍 Like this video if you find it helpful, and comment below with any questions or what you'd like to see next. Connect with us: Frappe Forum: https://discuss.frappe.io/u/ncp LinkedIn:   / nihantra-patel   X:   / nihantra   GitHub: https://github.com/Nihantra-Patel You can try out Frappe with a 15-day free trial without needing to enter credit card details! Sign up here: https://frappecloud.com/frappe/signup Learn more about: Frappe Framework: https://frappeframework.com Frappe: https://frappe.io ERPNext: https://erpnext.com #frappe #erpnext #frappeframework #UserPermissions #ERPNextWithNihantra #NihantraPatel