Role Permissions | TaskCollect Help

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