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

Roles and Permissions

By default, employees with the Administrator and Accounting Center roles have permission to use the Project Classification SuiteApp.

Role

Permissions

Access Level

  • Administrator

  • Accounting Center

Anyone with the Administrator role and all current Accounting Center roles (such as A/P Clerk, A/R Clerk, Accountant, Bookkeeper, Buyer, CPO, or HR Generalist) can access Project Classification preferences.

Full
Note:

Administrators can grant the required permissions to custom roles so they can use the Project Classification SuiteApp.

If you want to let other roles use 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 you want to give access to for the record.

  13. Click Save.

To add Project Classification Preferences links for other centers:

  1. Go to Customization > Scripting > Script Deployments.

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

  3. Click the Links subtab.

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

  5. Click Add.

  6. Click Save.

Related Topics

General Notices