Roles and Permissions Setup for GL Matching

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

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

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

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

Adding Standard and GL Matching Custom Permissions

After identifying the custom role (whether it's new or existing), for GL Matching, you must assign the role with the minimum required permissions.

The GL Matching SuiteApp comes with a custom role called GLM Role (Use as model for custom role). As the name suggests, don't assign this role to users.

Use this custom role only as a guide for which permissions your chosen custom role needs 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're creating a new custom role, or Edit if you're updating an existing custom role, next to the role that you want to use with GL Matching.

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

   If you can't do this, contact your account administrator.

4. Click Add after you select a permission and level.

5. Click Save.

Setting Access to GL Matching Pages

The following scripts enables a role to view the GL Matching Dashboard, see the List of Accounts, and search for transaction lines. These scripts run with the permissions of the user who's currently logged in.

• GL Matching Dashboard

• GL Matching – List of Accounts (Administrator)

• GL Matching Checklist

As an Administrator, you'll need to set these scripts to run for the custom role you choose, 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 standard and custom permissions you need to view the GL Matching Dashboard and List of Accounts, and to 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 and GLM – Dashboard reference), choose the permission level based on your preferred capabilities for the role as described in the following table:

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 for transaction lines in open accounting periods.
	Full	Add, edit, or delete the Matching Reference for transaction lines in both open and closed accounting periods.
GLM – Job	Edit	Create, view existing, and edit GLM – Job records. You can't delete existing GLM – Job records.
GLM – Matching	Edit	Create, view, and edit GLM – Matching records. You can't delete existing GLM – Matching records.
GLM – Sequence	Edit	Create, view, and edit GLM – Sequence records. You can't delete existing GLM – Sequence records.
GLM – Tranline	Edit	Create, view, and edit GLM – Tranline records. You can't delete existing GLM – Tranline records.
GLM – Variable	View	View existing GLM – Variable records. You can't create, edit, or delete 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