Setting User Role Access for Columns Extension
To make the Columns extension work properly, set these permissions for the CCT Columns record:
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Customer Center role – Requires view permission.
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Employee Center role – Requires full permission.
To give the Customer Center role access to the CCT Columns record:
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Go to Setup > Users/Roles > User Management > Manage Roles (Administrator).
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Click Customize next to the Customer Center role.
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Go to the Permissions tab and the Custom Record subtab.
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From the Record list, select CCT Columns.
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From the Level list, select View.
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Click Add.
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Click Save.
To give the Employee Center role access to the CCT Columns record:
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Go to Setup > Users/Roles > User Management > Manage Roles (Administrator).
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Click Customize next to the Employee Center role.
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Go to the Permissions tab and the Custom Record subtab.
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From the Record list, select CCT Columns.
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From the Level list, select Full.
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Click Add.
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Click Save.