No security has changed - I'm not sure where to check to see why he can see some smartlist reports but not others (in the same section, ie Sales Transactions)
Any suggestions?
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No security has changed - I'm not sure where to check to see why he can see some smartlist reports but not others (in the same section, ie Sales Transactions)
Any suggestions?
*This post is locked for comments
May be that is added as favorite visible to specific user id or company only.
If you create a test user and assign the same security, is that test user able to see Sales Line Items and Sales Transactions?
yes
And the Task ID shown is assigned to a Role that is assigned to that User?
I see your list and it matches ours exactly - there have been no changes here.
Hi Matt,
This should fix her up!
Leslie
Now you are dealing with security (even though you said it wasn't changed, something must have). You'd need to look at the roles and tasks the user has assigned to him. For one of those tasks, the Smartlist Objects will need to be added (unless you want to add another task to one of their roles).
Here's a quick screenshot on how to add Sales Line Items and Sales Transactions:
UGH - now I stand corrected - the end user just showed me that some of the objects are missing. IE - he can see 'Receivables Transactions' under Sales but not Sales Line Items or Sales Transactions.
Yeah, that's definitely odd. There's not really any security to the favorites that I'm aware of other than the visible to field. A couple of things I would try:
1) Switch the Visible To to Company, click Modify. Then switch it back to System and click Modify. And see if he can then see it.
2) If you create a new favorite under Sales Transactions, does he see it?
He can see the Objects and some 'Favorites'. I've looked at the favorites that he cannot see (but he has seen before) and they are available to 'system'
Almas Mahfooz
3
User Group Leader