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How can we set up role-based restrictions for roles in Sandbox Personalization Using limits.

edited May 26, 2025 3:02PM in Receivables & Collections 2 comments

We have successfully enabled rule-based restrictions in Sandbox to limit access to the complete button. This ensures that users cannot complete a credit memo if they don't have the required roles. users having the required roles will be able to complete the credit memo/Invoice.The rule-based restrictions are functioning as expected.

Now, we are looking to implement restrictions for the complete button specifically based on threshold limits in Sandbox personalization. Can anyone guide us on how to configure these threshold limits so that users having the threshold limits and roles can complete the credit memo.

Can we restrict it only for Credit memo not for Invoice/Debit memo?

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