Add Permission to CSV Import Bin Records

Written by
Milkie Fernandez
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

  1. Navigate toSetup>Users/Roles>Manage Roles

  2. Custom Role: ClickEdit

  3. ClickPermissions

  4. ClickLists

  5. Permission: SelectBins

  6. Level:SelectCreate

  7. ClickAdd

  8. ClickSetup

    Note:Always click Add once a row is entered.

    • Permission: SelectImport CSV File
    • Level: SelectFull
    • Permission: SelectAccounting Lists
    • Level: SelectCreate
9. ClickSave