Tine Reynoso
09/24/2024, 3:40 PMCeligo AI
09/24/2024, 3:40 PMAI generated answer (using internal Slack threads):To restrict access to native profit and loss detail, you can follow these steps: 1. Create a custom role that has access to the specific reports you want the users to see. This can be done by navigating to Setup > Users/Roles > Manage Roles > New. 2. In the permissions tab, add the specific permissions that are needed for the users to view the reports. This could include permissions like 'Reports - Financial', 'Reports - Accounting', etc. 3. In the Access subtab of the report customization page (Click Customize on the Report, then go to the More Options tab), select the custom role you created. This will override the standard, role-based permission associated with the target. 4. Assign the custom role to the users. This can be done by navigating to Lists > Employees > Employees, selecting the employee, and then adding the role in the Access tab. Please note that this will only restrict access to the reports. If the users have access to the underlying transactions, they will still be able to see the details. To prevent this, you can withhold access to the actual record. Also, be aware that if the users have an admin role tied to their profiles, they will still have access to all reports and transactions. It's recommended to remove the admin role from their profiles and only assign the necessary roles. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/24/2024, 3:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.786749125
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.783587754
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.783515394
Celigo AI
09/24/2024, 3:40 PM