What role permission do I need to give my employee...
# ask-stanley-ai
j
What role permission do I need to give my employee to be able to see the 'Sales' KPI
c
AI generated answer (using internal Slack threads):
To allow an employee to see the 'Sales' KPI, you need to give them the following permissions: 1. Find Transaction: This permission allows the employee to find and view transactions. 2. View Permission to Related Transaction Types: This permission allows the employee to view related transaction types. 3. Financial History (under Lists): This permission allows the employee to view the financial history, which includes sales data. Also, if the KPI is custom and based off a saved search, you might need to check the 'Run Unrestricted' box in the Saved Search settings. This allows the KPI to run without any restrictions. If the KPI is a standard one, ensure that the employee's role does not have any restrictions that might prevent them from seeing the full data. SuiteAnswers ID 42194 suggests setting employee restrictions to 'None' or 'Default to Own' might work. ****** 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: 0.838484
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819621205
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817008
Please provide your feedback on this answer.