Updating the Permissions of Existing Roles

Refer to the following table for the additional minimum permissions you must add to your custom roles.

Account Type

Subtab

Permission

Minimum Access Level

All account types

Custom Record

PHL CAS Application Type

View

Lists

Custom Record Entries

View

Lists

Documents and Files

Edit

Lists

Subsidiaries

Edit

Setup

SuiteScript

View

Accounts with OneWorld only

Lists

Subsidiaries

Edit

Accounts without OneWorld only

Setup

Company Information

Full

Setup

Set Up Company

Full

For more information, see the help topics Setting Permissions and Customizing and Creating Roles.

Related Topics

General Notices