Tag: role access

The Custom Accountant Role, with Full Expense Report Permission, is unable to authorize Expense Reports through the Approval Page for Expense Reports.

Scenario User has a Custom Accountant role with permission for Expense Report set to Full. Using the role, the user navigates to the Approve Expense Report page to view lists of expense report for approval. After a checkmark is placed on the Expense Report to approve and click Submit, the page reloads but the Expense… Continue reading The Custom Accountant Role, with Full Expense Report Permission, is unable to authorize Expense Reports through the Approval Page for Expense Reports.

CSV Import page navigation not available for Custom Role

Even if the custom role has full-level access to the CSV import, the page navigation is not available. Solution Using the custom role, the View CSV Import Status page can be found under Setup > Import/Export > View CSV Import Status.  Navigate to Home > Set Preferences Click Appearance Hover to Centers & Dashboards Use Classic Interface: Enter Checkmark Click Save Or if… Continue reading CSV Import page navigation not available for Custom Role

Custom Role Does Not Appear in the View My Roles Page of the Sandbox/Production Account

A new custom role is created by customizing an existing role. To test the role, the user added this role to the employee access list. But this role does not appear in the ‘View My Roles’ section. This behavior may be caused by the SAML Single Sign-on permission. Roles that have this permission are treated… Continue reading Custom Role Does Not Appear in the View My Roles Page of the Sandbox/Production Account

Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them

Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them

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: This can be done by enabling core administrative permissions to the sales role. Enable Core Administrative Permissions on the Sales Role Navigate to Setup > Users/Roles > Manage Roles Sales Role: Click Edit Core Administrative Permissions: Enter Checkmark Click Save Note: By assigning Core Administration Permissions to a… Continue reading KPI on dashboard shows no values for the saved searches when run by a sales role.