1. Projects
  2. Project Management
  3. Project Classification
  4. Roles and Permissions

Roles and Permissions

By default, account administrators and roles in the Accounting Center have permissions to work with Project Classification SuiteApp.

Role

Permissions

Access Level

  • Administrator

  • Accounting Center

All users with Administrator role and all the existing users in the Accounting Center (A/P Clerk, A/R Clerk, Accountant, Bookkeeper, Buyer, Chief People Officer (CPO), Human Resource Generalist) will have access to Project Classification Preferences.

Full
Note:

Administrators can grant the required permissions to the custom roles in their organization to enable them use the Project Classification SuiteApp.

If you want to grant permissions to other roles that are required to work with the SuiteApp, complete the following steps.

To grant permission to a custom role:

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

  2. Choose a role.

    • Click Edit to add permissions to a custom role.

    • Click Customize to create a custom role from a standard role.

  3. Click the Permissions subtab.

  4. Click the Custom Record subtab.

  5. Choose Project Classification Preferences from the list.

  6. Set the access level to Full.

  7. Click Add.

  8. Click Save.

  9. Go to Customization > Scripting > Script Deployments.

  10. For PC Preferences SuiteLet script with id customdeploy_pc_sl_preferences, click Edit.

  11. Click the Audience subtab.

  12. Select the custom Roles for which you want to give permission for the record.

  13. Click Save.

To add Project Classification Preferences links for other centers:

  1. Go to Customization > Scripting > Script Deployments.

  2. For PC Preferences SuiteLet script with id customdeploy_pc_sl_preferences, click Edit.

  3. Click the Links subtab.

  4. Select the Centre, Section, Category and Label for the record.

  5. Click Add.

  6. Click Save.

Related Topics

General Notices