Cash 360 Roles and Permissions
There are no custom roles included with this SuiteApp. An administrator must create custom roles for financial users in the company, give access to the role, and set the required permissions for those roles. For more information about creating custom roles and setting permissions, see Customizing or Creating NetSuite Roles.
Giving a Role Access to Cash 360
An administrator must give access to roles that will use the Cash 360 SuiteApp. When access is not given, the role has no permission to view and use the SuiteApp.
Access can only be given to custom roles and is not available for standard roles.
To give a role access to Cash 360:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit beside the custom role.
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In the Authentication section, check the Cash 360 Access box.
Checking this box gives the role permissions to view transactions, cash forecasts, and other relevant financial information in the Cash 360 SuiteApp.
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Click Save.
Setting Permissions and Subsidiary Restrictions for a Cash 360 Custom Role
An administrator must set permissions and subsidiary restrictions so users can fully access Cash 360.
If the required permissions are not set and subsidiary restrictions are not set up correctly, the following may happen for the custom role.
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Cannot fully access Cash 360.
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Cannot access account category pages.
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Consolidated subsidiary forecasts may not work properly.
To set permissions and subsidiary restrictions for a Cash 360 custom role:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit beside the custom role.
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Under the Subsidiary Restrictions section, in the Accessible Subsidiaries field, select the subsidiaries that are accessible for the custom role.
Be sure to set the correct subsidiary restrictions to ensure that consolidated subsidiary forecast will work properly for the custom role.
For more information, see Restricting Role Access to Subsidiaries (OneWorld Only).
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Set the required permissions.
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Click the Permissions subtab.
See the following table for a list of required permissions
Custom Role
Subtab
Permission
Permission Level
CFO
CEO
Financial controller
Lists
Custom Record Entries
Full
Accounts
View
Setup
SuiteScript
View
Custom List
View
Custom Record
Cash 360 Account
View
Cash 360 Account Category
Full
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Click Add.
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Click Save.
Related Topics
- Cash 360
- Cash 360 Prerequisites
- Installing Cash 360
- Cash 360 Terms and Definitions
- Enabling Support for Custom Transactions
- Cash 360 Excluded Transactions
- Cash 360 Account Categories
- Setting Cash 360 Preferences
- Cash 360 Subsidiary Consolidation
- Cash Forecasts in Cash 360
- Cash 360 Dashboard
- Cash 360 Limitations