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 on your CRM via this link, and click on the user you wish to restrict by clicking on their name.

You can also reach the Users setting by clicking on Settings, then Users like the image below:

Step 2: Assign Restricted Dictionary

Scroll down and click on the Manage User Settings button. This will take you to the Users Permissions area and next to the Customisation Dictionary option, select 'Restricted Dictionary' from the drop-down to assign the user to the restricted view.

Did this answer your question?