Roles and Permissions for LATAM File Builder
To access the LATAM File Builder SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM File Builder.
Access to the custom records provided by the LATAM File Builder SuiteApp requires specific permissions. By default, the Administrator role is granted full permissions to the custom records. If other roles need to view, access, or edit the custom records, an administrator can grant permission to the roles.
See the following table for more information about the default permissions granted with the LATAM File Builder SuiteApp.
Role |
Category |
Permission |
Access Level |
---|---|---|---|
Administrator |
Custom Record |
File Layout |
Full |
Administrator |
Custom Record |
File Layout Clone Request |
Full |
Administrator |
Custom Record |
File Processing Request |
Full |
Administrator |
Custom Record |
File Processing Request Type |
Full |
Administrator |
Custom Record |
Temporary File for Section Source |
Full |
Administrator |
Custom Record |
Layout Section |
Full |
Administrator |
Custom Record |
Layout Section Clone Request |
Full |
Administrator |
Custom Record |
Related Section Source |
Full |
Administrator |
Custom Record |
Related Source Field |
Full |
Administrator |
Custom Record |
Section Source |
Full |
Administrator |
Custom Record |
Section Source Clone Request |
Full |
Administrator |
Custom Record |
Section Source Processing |
Full |
Administrator |
Custom Record |
Source Field |
Full |
See the following table for the permissions you should grant to the roles that generate or import files with the LATAM File Builder SuiteApp.
Category |
Permission |
Access Level |
---|---|---|
Custom Record |
File Processing Request |
Full |
Custom Record |
Section Source Processing |
Full |
Lists |
Subsidiaries |
View |
Setup |
Custom Fields |
View |
Setup |
SuiteScript |
Full |
Setup |
SuiteScript Scheduling |
Full |
If you have roles that need to clone file layout records, grant the custom record entries permission:
-
Category – Lists
-
Permission – Custom Record Entries
-
Access Level – Full