The Restricted Dictionary allows you to remove Cost Price and Margin from certain user's views within the CRM. Restricted Dictionary is assigned via the User Admin Portal.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to User Admin Portal

Firstly, navigate to the Users page of the Admin Portal via this link, and click on the user you wish to restrict by clicking on their name.

Step 2: Assign Restricted Dictionary

Scroll down to the Per-Profile Access & Permissions section and next to the Customisation Dictionary option, select 'Restricted Dictionary' from the drop-down to assign the user to the restricted view.

Step 3: Save Changes

Click the 'Save Changes' button located in either the top right-hand corner or the bottom right-hand corner.

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