Providing E-document Subsidiary Preferences Record Access
Published on
June 30, 2023 at 9:51:13 AM PDT June 30, 2023 at 9:51:13 AM PDTth, June 30, 2023 at 9:51:13 AM PDT
The administrator can provide access to custom roles for e-document subsidiary preferences record.
To provide e-document subsidiary preferences record access to custom roles:
- Go to Setup > E-Documents > Electronic Invoicing Preferences.
- Click theRolepreferences link.
- ClickCustomizeorEditfor the role you want to give access to.
- Under thePermissionssubtab, go toCustom Recordand add the e-document subsidiary preferences record.
- In theLevelcolumn, select the desired access.
- ClickSave.
NOTE
A role with full permissions to access will not be able to delete the e-document subsidiary preferences record.