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Assignee-Only RFQ Access

Assignee-Only RFQ Access

The Sales permissions system has been extended with a new access control option — Assignee-Only RFQ Access.

When enabled for a permissions group, members of that group can only see and act on RFQs that are directly assigned to them, with limited editing rights.

What it does

Once Assignee-Only RFQ Access is enabled on a permissions group, every user in that group is affected as follows:

  • Visibility — the user sees only the RFQs where they are set as Assignee. All other RFQs in the organisation are hidden from the regular RFQ list, dashboards, and search.

  • Editing — on the RFQs that are visible to them, the user can view the route but cannot:

    • modify the itinerary,

    • change the Base,

    • change the Assignee,

    • create new RFQs (including creating from a trip and cloning an existing RFQ).

 

Where to find it

The option is set at the permissions group level:

  1. Go to Settings → Privileges.

  2. Open the permissions group you want to restrict.

  3. Locate the Assignee-Only RFQ Access under the Setting tab and enable it.

  4. Save the group. The new behaviour applies to every user who belongs to that group.

 

See the parent Privileges page for the full list of group settings.