How to Share a Custom Invoice View with Junior Staff (View-Only Access)?

EalSuite Platform General
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1

I have created a custom invoice view with specific columns and filters for daily workflow.

I want my junior staff to use the same view, but they should not be able to modify it.

How can I give view-only access?

2

  1. Go to the Invoice View Page

  2. Click on View Settings

  3. Under View Settings, select Share View

  4. Choose the required Assignees (Users)

  5. Click Save