Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Published on
June 22, 2023 at 5:00:27 AM PDT June 22, 2023 at 5:00:27 AM PDTnd, June 22, 2023 at 5:00:27 AM PDT
Scenario
Electronic Payments > Add Permission to a Custom Role to View Entity Bank Details
Solution
When a custom role with a View permission forEntity Bank Detailsunder (Role) >Permissions>Custom Recordcan see and open the Entity Bank record but not its details in the Employee and Customer record, an additional setting should be enabled.
To make the custom role be able to view the Entity Bank Details, follow these steps:
1. Navigate toCustomization > Lists, Records, & Fields > Record Types > Entity Bank Details
2. UnderPermissiontab > set this on the custom role:
Level = View
Default Form = Standard Entity Bank Details
3. ClickSave
To make the custom role be able to view the Entity Bank Details, follow these steps:
1. Navigate toCustomization > Lists, Records, & Fields > Record Types > Entity Bank Details
2. UnderPermissiontab > set this on the custom role:
Level = View
Default Form = Standard Entity Bank Details
3. ClickSave