Roles and Permissions Setup for GL Matching

To use the GL Matching features, you must perform the following setup:

• Create a custom role or adjust an existing custom role to work with GL Matching. For more information, see Customizing and Creating Roles.

• Assign standard and GL Matching custom permissions to the custom role. For a list of the required permissions, see Standard and Custom Permissions for GL Matching.

• Set access to the GL Matching-related suitelets for the custom role.

Adding Standard and GL Matching Custom Permissions

After identifying the custom role, whether newly created or already existing, to work with GL Matching, you must assign the role with the minimum required permissions.

The GL Matching SuiteApp provides a custom role, GLM Role (Use as model for custom role). As the name suggests, do not assign this role to users.

Use the provided custom role only as a guide as to what permissions are required for your chosen custom role to use the GL Matching features. For information about these required permissions, see Standard and Custom Permissions for GL Matching.

To assign permissions to a custom role:

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

2. Click Customize, if you are creating a new custom role, or Edit, if you are adjusting an existing custom role, next to the role that you would like to work with GL Matching.

3. On the Permissions subtab of the Role page, add the standard and custom permissions based on the permissions set in the model GLM Role. For a list of these permissions, see Standard and Custom Permissions for GL Matching.

   If you are unable to do so, please contact your account administrator.

4. Click Add after adding a permission and level.

5. Click Save.

Setting Access to GL Matching Pages

The suitelet-type scripts—GL Matching Dashboard and GL Matching –List of Accounts (Administrator) or GL Matching Checklist (Nonadministrator roles) enables a role to view the GL Matching Dashboard and the List of Accounts, and search for transaction lines. These scripts are run using the permissions of the currently logged-in user.

As Administrator, you must set these scripts to run for the chosen custom role with the correct GL Matching permissions.

To set access to GL Matching pages for the custom role:

1. Go to Customization > Scripting > Scripts.

2. On the Filters subtab, select Suitelet from the Type field.

3. Click View next to GL Matching Dashboard.

4. On the Deployments subtab, click GL Matching Dashboard.

5. Click Edit.

6. On the Audience subtab, select the custom role that you had assigned with the required GL Matching permissions.

7. Click Save.

8. Go to Customization > Scripting > Scripts.

9. Click View next to GL Matching Checklist.

10. On the Deployments subtab, click GL Matching Checklist.

11. Repeat steps 5 through 7.

Standard and Custom Permissions for GL Matching

The following are the minimum required standard and custom permissions to view the GL Matching Dashboard and List of Accounts, and search and match transaction lines:

Subtab	Permission	Level
Transactions	Find Transaction	View
Reports	SuiteAnalytics Workbook	Edit
Lists	Accounts	View
Lists	Currency	View
Lists	Document and Files	View
Lists	Perform Search	View
Lists	Subsidiaries	View
Setup	Accounting Book	View
Setup	Custom Record Types	View
Setup	Manage Accounting Period	View
Setup	SuiteScript	View
Setup	SuiteScript Scheduling	Full
Custom Record	GLM – Dashboard matching permission	Full or Create
Custom Record	GLM – Dashboard reference permission	Full or Create
Custom Record	GLM - Job	Edit
Custom Record	GLM - Matching	Edit
Custom Record	GLM - Sequence	Edit
Custom Record	GLM - Tranline	Edit
Custom Record	GLM - Variable	View

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

Custom Permission	Level	Capability
GLM - Dashboard matching permission	Create	Match or unmatch transaction lines in open accounting periods.
	Full	Match or unmatch transaction lines in both open and closed accounting periods.
GLM - Dashboard reference permission	Create	Add, edit, or delete the Matching Reference of transaction lines in open accounting periods.
	Full	Add, edit, or delete the Matching Reference of transaction lines in both open and closed accounting periods.
GLM - Job	Edit	Create new, view existing, and edit existing GLM - Job records. You cannot delete existing GLM - Job records.
GLM - Matching	Edit	Create new, view existing, and edit existing GLM - Matching records. You cannot delete existing GLM - Matching records.
GLM - Sequence	Edit	Create new, view existing, and edit existing GLM - Sequence records. You cannot delete existing GLM - Sequence records.
GLM - Tranline	Edit	Create new, view existing, and edit existing GLM - Tranline records. You cannot delete existing GLM - Tranline records.
GLM - Variable	View	View existing GLM - Variable records. You cannot create new, edit existing, or delete existing GLM - Variable records.

Related Topics

Setting Role Restrictions on GL Matching Features

GL Matching Dashboard Management

Including Custom Transactions in GL Matching

Including Accounts in GL Matching

General Notices