Required Permissions for a Cash 360 Custom Role An administrator must set these permissions so users can fully access the Cash 360 account categories. If these permissions are not set, the account category pages are not accessible for the user. To set up permissions for a Cash 360 custom role:
• Go to Setup > Users/Roles > Manage Roles.
• Click Edit beside the custom role and set the following permissions.
Lists Custom, Record Entries- Full, Accounts – View , Setup SuiteScript- View .
Custom List- View ,Custom Record Cash 360 Account – View Cash 360
Account Category- Full
• Click Add. • Click Save.