Granting User Access to Transaction History

The Financial History permission is required for users to view transaction history. Some roles have this permission by default, such as accounting clerks and sales administrators. To review permissions for standard roles, see Standard Roles Permissions Table.

An administrator can provide other users with access to transaction histories by customizing their roles to include the Financial History permission. For example, support reps can be allowed to see the sales transactions that customers inquire about.

To create a custom role with transaction history access:

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

  2. Click Customize next to the name of the role you want to customize.

  3. In the Name field, enter the name for this new role.

    This role name will be available in employee records on the Access tab.

  4. On the Permissions subtab, click the Lists subtab.

  5. In the Permission column, select Financial History.

  6. In the Level column, select View.

  7. Click Add.

  8. Click Save.

Now, employees with the new customized role can view the Transaction History subtab on customer records and click the links to view those transactions.

To assign employees this custom role, go to Lists > Employees > Employees, and click Edit beside the employee you want to assign the role. Click the Access tab. Select the new role in the Role field, and click Add/Edit. Click Save.


If the Global Permissions feature is enabled, the Financial History permission also can be added on a per-employee basis. For information, see Using the Global Permissions Feature.

Related Topics

Reviewing Transaction History
Transaction System Information and Communication Subtabs
Viewing Transaction System Notes
Using the Transaction Audit Trail
Tracking Financial Account Changes
Line-Level Audit Trail for Transactions
Transaction Line-Level History Window

General Notices