Restrict access to prospect type Business Accounts - Everything Else https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/ Acumatica User Group Forums en-US Tue, 06 Oct 2026 16:26:40 +0000 wpForo 60 RE: Restrict access to prospect type Business Accounts https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7698 Mon, 19 Oct 2020 13:53:03 +0000 Hello
Indeed, it works, thanks.
but it's not very user friendly 😀 

 

have a good day

]]> Everything Else jfbrut https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7698 RE: Restrict access to prospect type Business Accounts https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7682 Fri, 16 Oct 2020 19:48:14 +0000 You can probably use an A Inverse Restriction Group.  Any entity in this group will be invisible to any member of this group.  Add your prospects, then add your users to the group, and they shouldn't be able to see.  I am in 2020R1 just in case it's version dependent.

1856

 

1857

 

]]> Everything Else Wyatt.ERP https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7682 Restrict access to prospect type Business Accounts https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7680 Fri, 16 Oct 2020 14:30:23 +0000 hello, 

Is it possible to block access to prospect type business accounts, i.e. those that have not yet been converted into customers?
I haven't found a way in the row level security module.

]]> Everything Else jfbrut https://www.augforums.com/forums/everything-else/restrict-access-to-prospect-type-business-accounts/#post-7680