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Granting Business Unit Access via Custom Role

edited Jun 17, 2024 8:25AM in Receivables & Collections 1 comment

Dear All,

I have the standard role of "Collections Agent" with access to data in the business unit. This allows me to view the business unit when I search for reports on the schedule process screen.

My requirement is to add this standard role to a custom role and grant access to the business unit from this custom role. Is there a way to achieve that?

Thank you in advance.

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