Assigning Roles and Permissions for Subscription Metrics

To let your custom roles access the SuiteApp, assign the following permissions to those roles. The following table lists the required permissions and their minimum access levels.

Permission	Subtab	Minimum Access Level
Analytical Impact	Lists	View
Bills	Transactions	View
Cash Sale	Transactions	View
Cash Refund	Transactions	View
Check	Transactions	View
Credit Memo	Transactions	View
Credit Card	Transactions	View
Credit Returns	Transactions	View
Customer Deposit	Transactions	View
Customer Payment	Transactions	View
Deposit	Transactions	View
Enter Vendor Credits	Transactions	View
Expense Report	Transactions	View
Find Transaction	Transactions	View
Invoice	Transactions	View
Item Receipt	Transactions	View
Make Journal Entry	Transactions	View
Purchase Order	Transactions	View
Return Authorization	Transactions	View
SaaS Metrics	Lists	View
Vendor Returns	Transactions	View
Vendor Return Authorization	Transactions	View

To assign permissions to your custom roles:

1. Go to Setup > User/Roles > Manage Roles.

2. Click Edit next to the role you want to assign permission to.

3. On the Permissions subtab, assign the required permissions and set their access levels.

4. Click Add.

5. Click Save.

After setting up the SuiteApp, you can start navigating and using the SaaS 360 Dashboard. For more information, see Accessing and Working with the Subscription Metrics SuiteApp.

If you want to set up KPI formulas and currency exchange rate type, read the following topics:

• KPI Formulas

• Setting the Currency Exchange Rate Type

Related Topics

• Overview
• KPI Formulas
• Setting the Currency Exchange Rate Type
• Best Practices for Subscription Metrics SuiteApp
• Installing from the SuiteApp Marketplace

General Notices