Role Permissions
The following permissions must be added to any user roles for the use of TaskCollect.
Default Roles
TaskCollect ships with a default TaskCollect A/R Clerk role, this is a copy of the standard NetSuite A/R Clerk role with TaskCollect user permissions.
TaskCollect Users
Subtab | Permission | Level |
|---|---|---|
Custom Record | TaskCollect Credit Report | View |
Custom Record | TaskCollect Notification Events | Edit |
Custom Record | Promise To Pay | Edit |
Custom Record | Promise To Pay Line | Edit |
Custom Record | Dispute | Edit |
Custom Record | Dispute Line | Edit |
Custom Record | Dispute Category | View |
Custom Record | Dispute Severity | View |
Custom Record | Dispute Status | View |
Custom Record | Invoice Clip | View |
Custom Record | Invoice Clip Action | View |
Custom Record | TaskCollect Credit Agency | View |
Custom Record | TaskCollect Collection Thread | Edit |
Custom Record | TaskCollect Collection Thread Events | Edit |
List | CRM Groups | Edit |
List | Currency | View |
TaskCollect Administrators
Subtab | Permission | Level |
|---|---|---|
Custom Record | TaskCollect Credit Report | View |
Custom Record | TaskCollect Notification Events | View |
Custom Record | TaskCollect Credit Agency Monitor Rules | Edit |
Custom Record | Promise To Pay | View |
Custom Record | Promise To Pay Line | View |
Custom Record | Dispute | View |
Custom Record | Dispute Line | View |
Custom Record | Dispute Category | Edit |
Custom Record | Dispute Severity | Edit |
Custom Record | Dispute Status | View |
Custom Record | TaskCollect Configuration | Edit |
Custom Record | Collection Procedure | Edit |
Custom Record | Collection Step | Edit |
Custom Record | Collections Team Auto-assignment Rules | Edit |
Custom Record | Task Collect Credit Agency | Edit |
Custom Record | Invoice Clip | View |
Custom Record | Invoice Clip Action | View |
Custom Record | TaskCollect Collection Thread | Edit |
Custom Record | TaskCollect Collection Thread Events | Edit |
Lists | CRM Groups | Edit |