Friday, November 16, 2018

Permission to Add Sales Order on Create New Bar from the Customer Dashboard

To add Sales Order on the Create New bar from the Customer Dashboard, the Account Administrator needs to add this permission Financial History with at least an access Level = View.

Here is a scenario:

I. Assign a Sales Person role to an employee record.

1. Login using the Administrator role.

2. Navigate to Lists > Employees > Employees.

3. Edit one employee record.

4. On the Access tab, click on the Roles subtab and then add the role below:

           Sales Person           

5. Click Save.


- Using the Sales Person role, open a customer record > Click View Dashboard icon > On Create New bar, we do not have the Sales Order on the list even though permission name Sales Order with Level= Edit is already added on this role.

To resolve this, customize the Sales Person role and then add the permission name= Financial History with Level= View.

Here are the steps:

1. Login as the Administrator.

2. Navigate to Setup > Users/Roles > Manage  Roles.

3. Click Customize on Sales Person.

4. On the Permissions tab, click on the Lists subtab and add permission name below:

           Financial History with Level= View           

5. Click Add.

6. Click Save.

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