Role Permissions
- Lou Dizon
- Krizia Ilaga (Unlicensed)
Edit “FlowAP Web Service Role“.
Navigate to Setup > User/Roles > Manage Roles.
Edit this role. Update the subsidiary field and select all subsidiaries which will be using INFlow.
Review permissions and add the following permissions if missing from the list.
Note:
This step is necessary when the pre-requisite bundles and/or features are not installed in the correct order.
Lists | Setup | Custom Record |
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5. Save the role.
If a user role will use the INFlow portal features, add the following permissions
Navigate to Setup > User/Roles > Manage Roles.
Edit your custom role that needs to use INFlow portal features. Update the subsidiary field and select all subsidiaries which will be using INFlow.
Review permissions and add the following permissions if missing from the list.
Permissions > Sublist | PERMISSION | LEVEL | REMARKS |
|---|---|---|---|
Transactions | Find Transaction | View | To access INFlow > INFlow Processing Status > Failed INFlow Approvals |
Transactions | Bills | View | For search results in INFlow > INFlow Processing Status > Failed INFlow Approvals |
Transactions | Enter Vendor Credits | View | For search results in INFlow > INFlow Processing Status > Failed INFlow Approvals |
Transactions | Purchase Order | View | For search results in INFlow > INFlow Processing Status > Failed INFlow Approvals |
Lists | Perform Search | View | To access INFlow > INFlow Processing Status > Failed INFlow Approvals / Inbound E-Documents For Conversion / Incomplete Inbound E-Documents To access search links in the FlowAP Documents Portlet |
Custom Record | Inbound E-Documents | View | To access INFlow > INFlow Processing Status > Inbound E-Documents For Conversion / Incomplete Inbound E-Documents |
Custom Record | Staria FlowAP Document | View/Edit | View: To access search links in the FlowAP Documents Portlet Edit: To perform bulk conversion from portlet |