Custom Role Unable to Access Custom Record Type

Written by
Marsha Andres
Published on
November 28, 2023 at 9:53:36 PM PST November 28, 2023 at 9:53:36 PM PSTth, November 28, 2023 at 9:53:36 PM PST

Scenario

Custom Role is unable to access a specific list of Custom Record Type even when the Permission has Access Level of Edit under Role Record > Permissions tab > Custom Record subtab.

Solution

Verify the Access Type selected on the Custom Record Setup.

If the Access Type is set to Require Custom Record EntriesPermission, then the user will need to grant the role "Custom Record Entries" permission in order to access the Custom Record Type.

  1. Navigate to Setup > Users/Roles > Manage Roles
  2. Edit the Custom Role
  3. Go to Permissions > Lists subtab
  4. Add Custom Record Entries permission and set the desired Access Level
  5. Click Save
  6. Ensure to logout then log in using the role