Sarah
08/20/2024, 8:11 PMCeligo AI
08/20/2024, 8:12 PMAI generated answer (using internal Slack threads):To create a new vendor in the Employee Center role, you would need to have the necessary permissions to do so. However, it seems like the Employee Center role does not have the ability to create new vendors by default. One workaround could be to create a custom record for the vendor and assign the necessary permissions to the Employee Center role. Here's a step-by-step guide on how you can do this: 1. Navigate to
Customization > Lists, Records, & Fields > Record Types > New
.
2. Enter the necessary details for the new vendor record.
3. In the Permissions
subtab, add the Employee Center role and set the level of access as needed.
4. Save the record.
Now, users with the Employee Center role should be able to create new vendors using this custom record.
Remember, this is a workaround and might not be the best solution for your specific use case. Always consider the security implications and ensure that the permissions you are granting align with your organization's policies and procedures.
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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
08/20/2024, 8:12 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823876321
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820304871
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819628417
Celigo AI
08/20/2024, 8:12 PM