User Roles & Permissions

Roles that use Qloud Margin Control need access to the QMC custom records (Budgets, Transaction Costs, Allocations and the supporting configuration records) together with the NetSuite permissions below. Access to the TradeQloud Setup record is controlled separately — see TradeQloud Setup → User Roles & Permissions.

Subtab	Permission Name	Usage Description	Min, Selectable Lvl	Min. System Lvl
Transactions	Build Assemblies	Allows usage of the Assembly Builds task.	View
Reports	Tax	Allows usage of the Customize GST on Purchases Detail task.	View
Reports	Sales	Allows usage of the Customize Sales by Historical Team Summary (Transaction Date) task.	View
Reports	SuiteAnalytics Workbook	Allows usage of the Analytics portlet.	Edit	View