Sunday, March 10, 2019

Permission to Access the Files Subtab on Entities and Transactions

A user with access to Entities (Customers, Contacts, Vendors, Partners, etc.) and Transactions (Invoices, Sales Orders, Purchase Orders, etc.) is unable to see the Files subtab under the Communication tab

To provide the user with access to the Files subtab, his role needs to have the Documents and Files permission.

1. As Administrator navigate to Setup > Users/Roles > Manage Roles.

2. Edit the role

3. Under
Permissions tabLists subtab, add Documents and Files and set the Level to at least View. For more information on permission levels, see Access Levels for PermissionsAnswer Id: 9894.

4. Click Save.

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