the permissions required for a role to run the fin...
# ask-stanley-ai
n
the permissions required for a role to run the financial reports only
c
AI generated answer (using internal Slack threads):
To run financial reports only, a role would need to have the 'Financial Reporting' permission. However, it's important to note that this permission alone may not be sufficient depending on the specific requirements of the financial reports. For instance, if the financial report is for a specific location or department, the role would also need to have access to that specific location or department. If you want to restrict the role from viewing transaction details, you can withhold access to the actual record. This would still allow the role to access the report, but not the detail view. If you want to give an employee access to a custom financial report for a single location and department, you can create a custom role with Financial Reporting permissions and restrict the role to that specific location and department. However, if a custom role doesn't have permission to see financial statements, giving that role Audience+Access to a custom financial report on the report Options will not allow the custom role to see the Custom Financial Report. ****** 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: 0.836067438
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835141
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832451344
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