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Permissions for Smartview module — Cloud Customer Connect
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Permissions for Smartview module

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edited Jan 30, 2019 4:28PM in Integrations and Extensions 11 comments

Summary

What permissions in Fusion Financials database are needed to access Smartview?

Content

I have used different training documents to get the Smartview Excel add-in running.  Everything appears to work regarding pulling general ledger accounts, slicing and pivoting different parameters, and running an ad-hoc analysis.  However, the only result I have is the first cell displays "#No Access".  In some of the videos I watched, this result would show "#Missing" until the query was complete, at which point it would pull in the appropriate numerical data for further analysis.

My assumption is that I lack permissions to areas of the general ledger, but I don't know what access is needed and as such don't know who I need to reach out to internally to grant this access. Any help or a push in the right direction is greatly appreciated.

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