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Manage orders the user has access to

If you need to manage or restrict what orders a user sees when logging in, you can do this within a few simple steps.

Written by Cristian Bolba

You can restrict order visibility by adjusting the user's role permissions.

📌 Note: You can only do the following steps if you have access to Organisation Administration.

  1. Click the Admin Cogs icon along the top tool bar.

  2. Click Organisation Administration, then click Roles.

  3. Edit the role, then click Permissions.

  4. From the sub headers click Order Management.

  5. Locate Order Visibility section and select one of the following:

    • Only View Own Orders.

    • Only View Own Department Orders.

    • View All Orders.

  6. At the bottom of the page, click Update.

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