Permissions set up for GL Matching

GL Matching dashboard and GL Matching List of accounts are only available/visible to Administrators, so we have to give access to other non-administrative roles.

To set access to GL Matching Pages for a role:

1. Go to Customization > Scripting > Scripts
2. On the filters tab, Select type as Suitelet
3. Click view next to GL Matching Dashboard.
4. On the deployment subtab, Click GL Matching Dashboard
5. Click Edit, On the Audience subtab, Select the role which is needed to give access/Permission for GL Matching Dashboard.
6. Click save
7. Go to customization > Scripting > Scripts
8. Click view next to GL Matching- List of accounts.
9. On the deployment subtab, Click GL Matching -List of accounts.
10. Click Edit, On the Audience subtab, Select the role which is needed to give access/Permission.
11. Click save.

Standard and custom Permissions for GL matching:

The below mentioned are minimum level of requirement for access the GL Matching.

Sub tab	Permission	Level
Transactions	Find Transaction	View
Reports	Suite Analytics Workbook	Edit
Lists	Accounts	View
Lists	Currency	View
Lists	Documents and files	View
Lists	Perform Search	View
Lists	Subsidiaries	View
Set up	Accounting Book	View
Set up	Custom record type	View
Set up	Manage Accounting period	View
Set up	Suitescript	View
Set up	Suitescript scheduling	Full
Custom Record	GL Matching Dashboard permission	Full or create
Custom Record	GL Matching -List of Accounting	Full or create

GL Matching custom permissions—GLM – Dashboard matching permission, GLM – Dashboard reference permission, choose the permission level depending on the preferred capabilities for the role as described below:

1. GL Matching Dashboard Permission –
   a) Full – User can match or unmatch transaction lines in both open and closed accounting periods.
   b)Create – User can match or unmatch transaction lines in open accounting periods.
2. GL Matching dashboard reference Permission –
   a)Full – User can add, edit, or delete the Matching Reference of transaction lines in both open and closed accounting periods.
   b)Create – User can add, edit, or delete the Matching Reference of transaction lines in open accounting periods.