Granting a Role Permission to Manage Custom Transaction Types

By default, only account administrators have permission to create custom transaction types. However, account administrators can grant access to other roles. The available access levels are described in the following table.

Level	Users can:	Users cannot:
View	View transaction type definitions.	Edit, create, or delete transaction types.
Create	View and create transaction types.	Edit or delete transaction types.
Edit	View, create, and edit transaction types.	Delete transaction types.
Full	View, create, edit, and delete transaction types.	—

To grant a role permission to manage custom transaction types:

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

2. Locate the role you want to modify, and click Edit or Customize.

3. On the Permissions subtab, click the Setup subtab.

4. Do one of the following:

   • To grant the role access, add a line to the sublist. In the Permission column, set the list to Custom Transaction Types. In the Level column, select the appropriate access level, and then click Add.

   • To make changes to the role’s existing access, locate the Custom Transaction Types permission and edit the corresponding value in the Level column. Then click OK.

   • To remove a role’s access, locate the Custom Transaction Types permission and click it to enable a series of buttons. Then click Remove.

5. Click Save.

Note:

Giving a role permission to manage custom transaction types does not give the role permission to enter transaction instances. For information about permitting a role to work with transaction type instances, see Permissions for Custom Transaction Instances.

Related Topics

Custom Transaction Type Setup

Enabling the Custom Transactions Feature

General Notices