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Set User View

1.0 How to Set User View​

Step 1: Go to Tools | DIY | Maintain DIY

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Step 2: Switch to View Template tab, then click on Load From File to select View Template to load

Download

You can download this View Template - View by Agent (Current User) and load to SQL Account.

This View Template will filter document by Agent, where Agent is match to current login user Code.

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Step 3: After select a View Template file to load, you can select Load All or Custom

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  • Load All: All the template will load.
  • Custom: Can select all or some template to load. 4

Once completed, Loaded message will prompt and all View Template loaded will show.

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Step 4: Right-click on View Template and click on User View.

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Step 5: A list of User will shown, then tick on User View column for the User that want to apply this View Template and click Save.

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Based on the scenario above, Invoice view by Agent - Current User View Template is applied to SALES user. When SALES user login to SQL Account, the user only can view those Invoice with Agent code equal to SALES

  • Login by SALES

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  • Login by ADMIN

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