Role Permissions > Access to Delete Open Deposits
Published on
July 12, 2023 at 8:04:07 AM PDT July 12, 2023 at 8:04:07 AM PDTth, July 12, 2023 at 8:04:07 AM PDT
Scenario
A user creates a custom role with the ability to delete bank deposits and customer deposits.
Solution
1. Navigate to Setup > Users/Roles > Manage Roles
2. Click Edit on the desired custom role
3. Under the Permissions tab
4. Click the Transactions subtab
5. For Bank Deposits access
- Select Deposit permission
- Level: Select Full.
- Click Add.
6. For Customer Deposits access
- Select Customer Deposit permission
- Level: Select Full.
- Click Add.
7. Click Save.
NOTE: The permissions for bank deposits and customer deposits are independent of each other.