Roles and Permissions
The Administrator and Accountant roles have the following required permissions to work with the IPT SuiteApp. However, the following restrictions apply to the Accountant role:
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Set IPT preference only for subsidiaries that the Accountant role has access to.
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When creating an IPT, can select only the subsidiaries that the Accountant role has access to.
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When editing an IPT, can edit IPTs that are not assigned to any subsidiary and the IPTs assigned to subsidiaries that the Accountant role has access to.
|
Role |
Subtab |
Permissions |
Access Level |
|---|---|---|---|
|
Administrator Accountant |
Custom Records |
ALF Configuration IPT Preference Invoice Presentation Template |
Full |
If you want to grant permissions to other roles that are required to work with the SuiteApp, complete the following steps.
To grant permission to a custom role:
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Go to Setup > Users/Roles > Manage Roles.
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Choose a role.
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Click Edit to add permissions to a custom role.
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Click Customize to create a custom role from a standard role.
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Locate the Permissions subtab.
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Click the Setup subtab
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Select Subsidiary Settings Manager from the list.
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Set the access level to Full.
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Click Add.
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Click the Custom Record subtab.
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Select the following from the list:
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IPT Preference
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Invoice Presentation Template
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ALF Configuration
Note:If you have Advanced Localization Feature (ALF) SuiteApp installed in your account, select ALF Configuration from the Record list.
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Set the access level to Full.
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Click Add.
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Click Save.
If you want to create links for custom records (IPT Preference and Invoice Presentation Template) for other centers, complete the following steps.
To add custom records links for other center:
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Go to Customization > Scripting > Single Page Applications. The system displays a list of all of the SPAs in your account.
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On the list, click the SPA Name to open the management page for that SPA.
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From the Basic Info tab, copy the SPA URL.
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Go to Customization > Centers and Tabs > Center Links New.
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In the Label column, enter a name for the custom link.
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In the URL column, enter the URL for the link.
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In the Script ID field, enter a unique alphanumeric ID for the custom center link.
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Click Add.
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Click Save.
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Go to Customization > Centers and Tabs > Center Categories > New.
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Create a center category. For information about steps, see Creating Center Categories.
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Repeat Step 1 – Step 10 to add each custom record link for other centers.