Tuesday, February 26, 2019

Permission needed for a Custom Role to create a Group

User needs to create a Non-Administrator role that can create groups.

1. Login as Administrator.

2. Navigate to Setup > Users/Roles > Manage Roles > Edit the custom role.

3. Click the Permissions tab > Lists subtab > add CRM Groups with at least Create level access.

4. Refresh the page, and have the user of the role logout and log back in.

Note: The navigational path may differ depending on other permissions given to the custom role. Example path maybe Expenses > Other > Groups > New. Users may also use this URL to access the target page:
https://system.na1.netsuite.com/app/crm/common/crmgroup.nl?whence=

Note: system.na1.netsuite is the data center, change data center when necessary (i.e. system.netsuite.com)

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