What permissions are needed to view files and mess...
# ask-stanley-ai
s
What permissions are needed to view files and messages on transaction records
c
AI generated answer (using internal Slack threads):
To view files and messages on transaction records in NetSuite, the user needs to have the appropriate permissions set in their role. For viewing system notes and transactions on the Customer record, the user needs to have the 'Financial History' permission set to 'View' or higher. This can be done by going to 'Manage Roles', selecting the role you want to modify, clicking on the 'Permissions' tab, then the 'Lists' subtab, selecting 'Financial History' in the 'Role' column, and setting the 'Level' to 'View' or higher. For attaching files to a transaction, the user needs to have 'Create' permission on 'Lists > Docs and Files', and 'View' permission on the record itself. However, it seems that the ability to attach files may also require 'Edit' permissions on the transaction. This is because the buttons to attach files may not be shown without 'Edit' permissions. Please note that these permissions can be set and modified by an administrator in the 'Manage Roles' section of NetSuite. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857359529
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844522417
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842293441
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