Friday, March 15, 2019

Lists > Accounting > Accounts > Some Accounts are Not Clickable

A custom role with Full permission to Chart of Accounts (Lists > Accounting > Accounts) may see all the accounts but may sometimes find that not all accounts are clickable. In order to drill down to an account, the user's role must have at least View access level level to the account's register.

The Type of an account normally suggests the register associated to it. For example, to drill down to accounts of type Fixed Asset, user must have at least View access level to the Fixed Asset Registers permission.

To add account register permissions to roles:

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

2. Edit the role in question.

3. Under Permissions tab > Lists subtab, add the register permission needed (e.g. Fixed Asset Registers).

4. Click Save.

For the full list of the different Account Registers, see Available Account Registers, Answer Id: 7767.

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