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Navigate to Setup > Users/Roles > Manage Roles
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Custom Role: Click Edit
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Click Permissions tab
- Click Transactions subtab
- Add Reconcile Reporting
- Level: Select Edit
- Add Reconcile Reporting
- Click Reports subtab
- Add Reconcile Reporting
- Level: Select Edit
- Add Reconcile Reporting
- Click Setup subtab
- Add Custom Lists
- Level: Select Edit
- Add Custom Record Types
- Level: Select Edit
- Add Custom Transaction Forms
- Level: Select Edit
- Add Custom Lists
- Click Save
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