Connor Ecalono
10/21/2025, 11:50 PMCeligo AI
10/21/2025, 11:50 PMAI generated answer (using internal Slack threads):In order to view credit card transactions in a saved search, the role needs to have the following permissions: 1. Credit Card and CC Refund at full access, which you already have. 2. Find Transaction permission. This permission is often overlooked but is necessary to view transaction details in saved searches. 3. Perform Search and Publish Search permissions. These are necessary to create and publish saved searches. 4. Financial History permission at full access. This permission is necessary to view financial transactions. Remember, when you make changes to permissions, the user may need to log out and then log back in for the permissions to refresh. ****** 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
10/21/2025, 11:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84375006
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843017638
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842468262
Celigo AI
10/21/2025, 11:50 PM