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Restricting Order Edits

Restrict users' ability to change Order and Proposal statuses in your settings.

Tom White avatar
Written by Tom White
Updated over 7 months ago

You may want certain members of your team to be unable to change the Proposal and Order statuses on the Order page. If you set this flag, the affected users will not be able to change the status of an order or proposal on either the ‘Orders’ or ‘Proposals’ page.

Click ‘Settings’ in the menu bar open the ‘User' dropdown list. Then click the pencil icon on the user of your choice. Then ensure the 'Order Report R/O’ checkbox is unchecked (if you want to restrict this user).

Then click ‘Save’ when you are done and the permission will be updated!

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