Permissions Required for Bin CSV Import

I need to setup a User Role with permission to import Bins, but I can’t seem to find the right combination of permissions. This is a “Power User” role, so most things are set to Full permission, including:

  1. Bins
  2. CSV Import
  3. Setup CSV Import Preference

I’ve run a role comparison between admin and this role and don’t see anything obvious that I’m missing. Any help would be appreciated!

Rookie Asked on July 23, 2024 in Administration.

Are they just not seeing the option when creating a new import?

on July 24, 2024.

That’s right. Sorry for the delay – I didn’t get a notification of this comment.

on August 5, 2024.
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1 Answer(s)

I had a similar issue, and we identified this as the fix:

Add permission on the role under “Setup” > “Accounting Lists” > “Setup” or “Full”

This should allow user to find correct dropdown for importing new bin records.

Rookie Answered on August 5, 2024.
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