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The Salesperson Relationships File links multiple salesperson numbers together for the purpose of secure access to information.
Enter the company number and the number of the salesperson to define relationships for.
Salesperson access works as follows:
The user’s User ID Control Panel (SET 2) record is retrieved and the Limit To Slmn# field, on the first page of settings, is checked.
If there is a salesperson number in the Limit To Slmn# field and the user is accessing a program that adheres to salesperson restrictions, the Salesperson Relationship File is accessed.
The Salesperson Relationships File is accessed by the salesperson number in the Restrict To Salesperson Number Field.
The user is only allowed access to records or reports for the salesperson in the user’s Restrict To Salespersons field, or to any “related salespeople” that are identified in the Salesperson Relationships File.
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