Configuring Permissions by Editing the Custom Transaction Type

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 or remove the role’s access.

Note:

In some cases, a transaction type that was installed from a bundle may be locked to editing. In these cases, you cannot directly edit the transaction type as described in this topic. However, you can still configure permissions for the type. For details, see Configuring Permissions by Editing the Role.

To grant a role access by editing the custom transaction type:

1. Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type.

2. Click the Permissions subtab. If any roles have previously been granted access to this transaction type, they are listed on this subtab.

   As of 2019.2, the role of the user who created the custom transaction type is automatically assigned full-level permission. The permission level lets users search for custom transaction types in the global search.

3. To grant a role access, add a line to the sublist, as follows:

   1. Use the Role list to select the appropriate role.

      Note:

      The Employee Center role is not available for transaction types that use a Sales or Purchase transaction style.

   2. By default, the Level is set to View. If you want to change this level, click in the column to display a list. Use the list to select the appropriate level.

   3. Click Add.

4. Add lines to the sublist to grant access to additional roles.

5. If you want to make changes to any existing role’s access, edit the appropriate Level value, then click OK.

6. If you want to remove a role’s access, click the name of the role to enable a series of buttons, then click Remove.

7. Click Save.

For full details on editing and creating custom transaction types, see Creating a Custom Transaction Type and Editing a Custom Transaction Type.

System Notes v2 for Custom Transaction Types

To access system notes from the Custom Transaction Type page, click System Notes located in the upper right of the page.

Custom Transaction configuration changes are logged using System Notes v2. For more information, see Viewing System Notes v2.

Related Topics

Permissions for Custom Transaction Instances

Configuring Permissions by Editing the Role

General Notices