Permission to Merge Entity Records

Scenario:

• User has Permission for Entities
• User does not see the Merge button when viewing Entity A
• The button is available for Administrators when viewing the same entity record
  
  

Rationale:

In order to perform record merge, the user's role must have Full Access Level to the following Permissions:

• Entity (e.g. Customers, Contacts, etc.)
• Duplicate Entity Management

To add these permissions:

1. As Administrator navigateto Setup > Users/Roles > Manage Roles. 

2. Editthe Role.

3. Under Permissionstab > Lists subtab, add:

• Customer = Full
• Duplicate Entity Management = Full

4. Click Save.