Cash 360 Roles and Permissions

There are no custom roles included with this SuiteApp. An administrator must create custom roles for financial users in the company, give access to the role, and set the required permissions for those roles. For more information about creating custom roles and setting permissions, see Customizing or Creating NetSuite Roles.

Giving a Role Access to Cash 360

An administrator must give access to roles that will use the Cash 360 SuiteApp. When access is not given, the role has no permission to view and use the SuiteApp.

Note:

Access can only be given to custom roles and is not available for standard roles.

To give a role access to Cash 360:

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

2. Click Edit beside the custom role.

3. In the Authentication section, check the Cash 360 Access box.

   Checking this box gives the role permissions to view transactions, cash forecasts, and other relevant financial information in the Cash 360 SuiteApp.

4. Click Save.

Setting Permissions and Subsidiary Restrictions for a Cash 360 Custom Role

An administrator must set permissions and subsidiary restrictions so users can fully access Cash 360.

If the required permissions are not set and subsidiary restrictions are not set up correctly, the following may happen for the custom role.

• Cannot fully access Cash 360.

• Cannot access account category pages.

• Consolidated subsidiary forecasts may not work properly.

To set permissions and subsidiary restrictions for a Cash 360 custom role:

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

2. Click Edit beside the custom role.

3. Under the Subsidiary Restrictions section, in the Accessible Subsidiaries field, select the subsidiaries that are accessible for the custom role.

   Be sure to set the correct subsidiary restrictions to ensure that consolidated subsidiary forecast will work properly for the custom role.

   For more information, see Restricting Role Access to Subsidiaries (OneWorld Only).

4. Set the required permissions.

   1. Click the Permissions subtab.

      See the following table for a list of required permissions

      Custom Role	Subtab	Permission	Permission Level
      CFO CEO Financial controller	Lists	Custom Record Entries	Full
      		Accounts	View
      	Setup	SuiteScript	View
      		Custom List	View
      	Custom Record	Cash 360 Account	View
      		Cash 360 Account Category	Full

   2. Click Add.

5. Click Save.

Related Topics

Cash 360

Cash 360 Prerequisites

Installing Cash 360

Cash 360 Terms and Definitions

Enabling Support for Custom Transactions

Cash 360 Excluded Transactions

Cash 360 Account Categories

Setting Cash 360 Preferences

Cash 360 Subsidiary Consolidation

Cash Forecasts in Cash 360

Cash 360 Dashboard

Cash 360 Limitations

General Notices