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Generating Customer Statements

edited Dec 2, 2019 12:52PM in Account Administration 3 comments

I suppose the first part of this would be...how can I compare default or custom roles to the Admin role?  Being able to do that would solve a number of role-related issues for me, since I can't compare the Admin role (or Full Access) to anything else, for whatever reason.

Anyway, this time I'm having trouble just figuring out how to enable a role to be able to Generate Statements.  On the role in question, I've tried setting that permission to Full, Create, Edit, etc, but none work.  When I try to generate the statement with that role, I get a "Record does not exist" error.  So, I am able to get the role to the Generate Statements page...but it doesn't work once I get there.

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