Articles tagged #ROLE
Articles tagged
#ROLE
Adding Mobile Device Access Permission to Roles
You can add the Mobile Device Access permission to roles that require access to the app.
Roles and Permissions for Australia Bank Feeds SuiteApp
The Australia Bank Feeds SuiteApp has no built-in default or custom roles. To use the SuiteApp, you can either use the Accountant (ABFS) custom role or customize existing roles in your account.
Custom Role Cannot Access Project Profitability Report
User with a custom role cannot access the Project Profitability report.
Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link
Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:
Restrict Custom Role to Specific Custom Record Page Only
Userwants to restrict aRolefrom accessing other pages apart from a specificCustom Recordpage.
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave
User in a Custom Role Cannot Access Results on Event Saved Search Even When Event Permission is Added
When the Permission for Events is set to Full on the Custom Role, Events with Event Access of Show as Busy or Private are only visible to Administrator, Organizer of the event or Users that are listed under Attendees sublist.
Error When Accessing Saved Search Using Custom Role
A Custom Role views aSaved Searchbut is receiving a notice: "You cannot perform this search because you do not have permission to access employee data. For more information, contact your system administrator."
Disallow Users From Accessing the SuiteBundler Page
User wants to restrict their employees from accessing the SuiteBundler page.
Custom Role Unable to Access Custom Record Type
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.
Create a Custom Administrator Role That Does Not Have Any Access to Financial Data
User wants to utilize anAdministratorrole thatdoes not have any access to their financial data.
Setting Up Customer Center Price Preferences
Set the display of current price in the Order Guide Entry popup window in the Customer Center role.
Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0
When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.
Role Is Missing Under the Roles Subtab of a Saved Search
Some roles are missing under the Roles tab of a Saved Search.
Permission to Access Review Negative Inventory Page
Scenario :
Solution :
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role: ClickEdit
- ClickPermissions
- ClickLists
- Permission:SelectItems
- Level:Select at leastViewlevel
- ClickAdd
- ClickSave
Remove the Ability to Give Access to a Custom Role but Still Allow Editing of Employee Record
When a user is granted Edit access for the Employee Record permission, that user will also have the ability to Give Access to new or existing employees. There is no specific permission to restrict a user from providing access. Alternatively, you can hide the Access subtab by creating a Custom Form for a specific role.
Saved Search to Filter Transactions Created by Specific Role/s
User wants to create a Saved Search to filter transactions using specific role/s.
Custom Accountant Role With Expense Report Permission Full Cannot Approve Expense Report via Approve Expense Report Page
The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.