Add Permission to CSV Import Bin Records
Published on
November 30, 2023 at 9:08:23 AM PST November 30, 2023 at 9:08:23 AM PSTth, November 30, 2023 at 9:08:23 AM PST
Scenario
A custom role is unable to perform a CSV Import for bins. When navigating to the Import CSV File page, the selection for Import Type : Supply Chain andRecord Type : Bin is not available.
Solution
Navigate toSetup>Users/Roles>Manage Roles
Custom Role: ClickEdit
ClickPermissions
ClickLists
Permission: SelectBins
Level:SelectCreate
ClickAdd
ClickSetup
Note:Always click Add once a row is entered.
- Permission: SelectImport CSV File
- Level: SelectFull
- Permission: SelectAccounting Lists
- Level: SelectCreate