in this instance my client isn`t able to create new record so how to check and the required role

gautamvarma
Tera Contributor

‎03-13-2025 03:39 AM

in this instance my client isn`t able to create new record so how to check and give the required role. her colleague is able to create record. pls check the below image. 

Preview file
74 KB
0 Helpfuls
  • 600 Views
10 REPLIES 10

Shivalika
Mega Sage
In response to gautamvarma

‎03-13-2025 04:41 AM

Hello @gautamvarma 

 

For the module - specifically - just hover over the module in the left navigation - you will get a pencil icon - click on that - in the roles you can see what roles are required, same you cns give to client. 

 

For tables specifically - any table - you need to check create ACL. 

 

If you say one person is able to create but another is not, then you can compare there access in Access analyser (again in the left navigation) - choose the table, choose the record, choose the user - it will point you to specific roles required for it. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway,

 

Regards,

Shivalika 

 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

 

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

0 Helpfuls