Aaron McCausland
05/16/2025, 8:01 PMCeligo AI
05/16/2025, 8:01 PMAI generated answer (using internal Slack threads):In addition to enabling the "Allow Cross-Subsidiary Record Viewing" option, you need to ensure that the role has the necessary permissions to view and create transactions in the relevant subsidiaries. This is because just enabling cross-subsidiary viewing will not work if you are creating transactions in a subsidiary other than your own. You can manage subsidiary permissions with roles. If you have a group of users who need access to view/create transactions in multiple subsidiaries, you may need to create a custom role that includes the relevant subsidiaries. Also, if you want the users to be able to list all employees across subsidiaries, you can try checking the "Do Not Restrict Employee Fields" checkbox on the role. This will allow users to select any employee. Remember, the role's permissions need to be set up correctly to ensure that users can access the necessary data across subsidiaries. ****** 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
05/16/2025, 8:01 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
05/16/2025, 8:01 PM