Configuring Permissions by Editing the Role
Use this procedure to grant a role permission to work with instances of a custom transaction type. You can also use these steps to modify the role’s access or remove the role’s access.
If you installed your custom transaction type from a bundle and the type has been locked to editing, this method is the only one you can use to configure permissions.
To grant a role access by editing the role:
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Go to Setup > Users/Roles > Manage Roles. Locate the role that needs access to the transaction type, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
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Locate the Transactions subtab on the Permissions subtab, which should be displayed by default. Do one of the following:
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If you want to grant the role access to the transaction type, add a line to the sublist:
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In the Permission column, use the list to select the appropriate transaction type.
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In the Level column, select the appropriate access level.
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Click Add.
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If the role already has access, and you want to make a change, modify the value in the Level column as appropriate. Then click OK.
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If the role already has access, and you want to remove the role’s access, click the name of the transaction type to enable a series of buttons. Click Remove.
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Click Save.
System Notes v2 for Roles and Permissions
To access System Notes from the Role page, click System Notes located in the upper right of the page.
For more information, see Viewing System Notes v2.