Solving Permission Error Problems
Question: User has roles like Account User and Account Manager assigned. Still, when accessing the Account Receivable report, the user gets an error message of no permission from the territory master.
Answer:
As per the permission system in OneHash CRM, for the User to access a form or a report, they should have at least read permission on all the link fields in that form/report.
Since Territory is a link field in the Account Receivable report, please add a permission rule to let Account User/Manager have Read permission on the Territory master.
Please follow the below-given steps to resolve this issue.
Roles assigned to the User are Account User and Account Manager.
As indicated in the Error message, the user didn't have permission on the territory master. As per the default permission, none of the above roles assigned to that User has permission on the Territory master.
To resolve this issue, I have assigned the Account User permission to Read Territory master.
As per this permission update, Users should be able to access the Account Receivable report fine.
Answer:
As per the permission system in OneHash CRM, for the User to access a form or a report, they should have at least read permission on all the link fields in that form/report.
Since Territory is a link field in the Account Receivable report, please add a permission rule to let Account User/Manager have Read permission on the Territory master.
Please follow the below-given steps to resolve this issue.
Roles assigned to the User are Account User and Account Manager.
As indicated in the Error message, the user didn't have permission on the territory master. As per the default permission, none of the above roles assigned to that User has permission on the Territory master.
To resolve this issue, I have assigned the Account User permission to Read Territory master.
As per this permission update, Users should be able to access the Account Receivable report fine.
Updated on: 01/04/2023
Thank you!