Configuring Role Permission for Custom Records

Custom records related to France E-invoicing require additional permissions for the user roles that manage transactions.

To configure role permissions for Custom Records:

  1. (Administrator) Go to Setup > Users/Roles > Manage Roles.

  2. Click Edit next to the preferred role.

  3. On the Role page, go to the Permissions subtab.

  4. Go to the Lists subtab.

  5. Locate the Custom Record Entries permission.

  6. Click on the level to set the permission level to View or higher (as required).

  7. Click Save.

General Notices