Custom Role with Full Import CSV File Permission Unable to Select Custom Record as Import Type

Scenario

User is unable to select Custom Record as Import Type with Full Permission on CSV and Custom Record.

Solution

 

  1. Login as the Administrator
  2. Go to Setup Users/Roles Manage Roles
  3. Custom Role: Click Edit
  4. Click Permissions tab 
  5. Click Lists subtab
  6. Permission: Select Custom Record Entries
  • Level: Select Full
  1. Click Save

Note: Do not forget to logout and then log back in using the custom role in order for the changes to take effect.

Leave a comment

Your email address will not be published. Required fields are marked *