[docs] minor permissions page completed
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@@ -3,7 +3,7 @@
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"_label": "Setting up Permissions"
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}
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---
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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and permissions on Roles.
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ERPNext has a role-based permission system, which means that you can assign Roles to Users, and Permissions on Roles.
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ERPNext has a very powerful permission structure that will allow you to set permissions right up to the field level.
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@@ -40,6 +40,7 @@ To delete a rule, just uncheck all the boxes of the row and click on “Update
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To set “match” rules, select the drop-down in the last column.
For example, you want to restrict Users of Role “Sales User” by Territories in Sales Order.
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1. Select Sales Order in “Set Permissions For”
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1. In the row for Role “Sales User”, in the last column “Restrict By”, select “territory”.
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1. To assign Territories to Users, click on “Set Users / Roles”
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@@ -50,7 +51,41 @@ To set “match” rules, select the drop-down in the last column.
For exam
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In the same way, add a row for each user.
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#### Step 1:Select Sales Order in "Set Permissions For"
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#### Step 2: Select restriction option as Territory
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<br>
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<br>
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#### Step 3:To assign Territories to users. click on "Set Users/Roles"
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<br>
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#### Step 3: Restrict User by selecting Territory
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#### Step 4: Select the User to assign to a Territory
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> **Note 1:** The “match” rules apply to all documents that you have matched by Territory.
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> **Note 2:** You can set multiple rules for the same User. In this example, you can set a User to access more than one Territories.
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If you have more than two companies, we recommend that you should maintain seperate databases for these companies (2/3 ERPnext accounts). This avoids data leak from one company to another.
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