KPI on dashboard shows no values for the saved searches when run by a sales role.

Scenario:

User is unable to get any results of saved search on KPI when using a sales role.

Solution:

  1. This can be done by enabling core administrative permissions to the sales role.
  2. Enable Core Administrative Permissions on the Sales Role
    1. Navigate to Setup Users/Roles > Manage Roles
    2. Sales Role: Click Edit
    3. Core Administrative Permissions: Enter Checkmark
    4. Click Save
  3. Note: By assigning Core Administration Permissions to a role, the role will become similar to the standard Administrator role in terms of exclusive administrative privileges, while also restricting access to other areas of NetSuite using role permissions and restrictions

Leave a comment

Your email address will not be published.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