Granular Purchasing Permissions Without Financial Visibility
would like to request more granular user permissions for purchasing functions.
Specifically, I need to allow a user to:
Create and manage purchase orders
Access supplier/contact records for operational purposes
But restrict them from:
Viewing bills
Seeing any financial values (amounts, totals, pricing)
Accessing financial data within contact records
This would be particularly useful for operational or procurement staff who need to manage purchasing workflows without access to sensitive financial information.
Currently, permission levels require granting broader financial visibility than is appropriate for these roles.
A solution could include:
A “Purchasing Only (No Financials)” role, or
Toggle permissions to hide monetary values and bills while retaining operational access
This would greatly improve privacy and internal control for businesses.
Haley King
shared this idea
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