Roles and Permissions for Japan Bank Feeds

Japan Bank Feeds has no built-in default or custom roles. To use the SuiteApp, you can either use the Accountant (JBFS) custom role or customize existing roles for use with Japan Bank Feeds.

To customize a role for Japan Bank Feeds:

  1. Go to Setup > User Roles > Manage Roles.

  2. Search for the role you want to customize, and then click Customize.

  3. Click the Permissions subtab.

  4. Set the permissions and the access levels required for the custom role as shown in the following table:

    Subtab

    Permissions

    Access Level

    Transactions

    Import Online Banking File

    View

    This gives access to the Upload File and Bank Import History pages.

    Lists

    Accounts

    View

    Custom Record Entries

    Full

    Setup

    Financial Institution Records

    Full

    SuiteScript

    View

    Set Up Company

    View

  5. Click Save.

Related Topics

General Notices