Saturday, March 9, 2019

Custom Role Permission to view consolidated exchange rates page

In general users can access the Consolidated Exchange Rates table at Lists > Accounting as the Administrator. To allow a role to view for the Consolidated Exchange Rates the Currency permission is required and set with the level of access to at least View. To add the permission perform the following under the administrator role:

 

1. As Administrator navigate to Setup > Users/Roles > Manage Roles.
2. Edit the Role.
3. Under Permissions > Lists

  • Add Currency
  • Set Level to at least View

4. Click Save.

Note: For One world Accounts users can edit the custom role to all subsidiaries if users wish to avail for a footer element that allows users to filter and view by financial periods. To do that you just need to highlight all of the subsidiaries within the subsidiaries box found in the edit view of the custom role.

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