Roles and Permissions for Compliance 360
To use the Compliance 360 SuiteApp, an administrator must assign the SuiteApp-provided role HC Compliance Manager to a user, and set permissions.
To set permissions for the HC Compliance Manager role:
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Go to Setup > Users/Roles > Manage Roles.
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Click Customize next to a standard role.
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In the Name field, enter HC Compliance Manager.
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On the Permissions subtab, set the following required permissions:
Subtab
Permission
Minimum Access Level
Setup
Publish Dashboards
Full
View Login Audit Trail
Full
Lists
Accounts
View
Address List in Search
Full
Calendar
Full
Customers
Create
Customer Profile
View
Events
Full
Perform Search
Full
Phone Calls
Full
Tasks
Full
Employees
View
For more information, see Customizing and Creating Roles and Setting Permissions.