I do not have permission to do this operation
Symptom
When you open a record, click a button or save, fiscaldoo refuses and opens a window with the message. Nothing was changed.
Message
There are two forms.
The “No access” window, when the record is not in your area or not in the company you are working in. For example, with the Invoicing profile, when opening through a link an invoice of another company:
“You do not have access to this record of “Journal Entry”. It may belong to another company: … This area is for: … Ask your administrator to give you the profile you need.”
The full message for this case is in “Access to unauthorized or invalid companies.” or “No access” appears on a document of another company.
The first sentence changes with the operation: opening gives “You do not have access to…”, and changing, creating or deleting give “You do not have permission to change…”, “…to create…” or “…to delete…”. The sentence “It may belong to another company” only appears when the record may belong to another company. When the refusal covers the whole screen, the window does not mention the company. For example, with the Invoicing profile, when changing the company data through the integration:
“You do not have permission to change “Company”. This area is for: Payroll Administrator, Declaration submitter, Management, Access Rights. Ask your administrator to give you the profile you need.”
In this window, the This area is for list does not always include the profile you should ask for the operation. The company data, for example, belong to the administrator.
A message that names the profile, when the operation belongs to a profile you do not have. For example, with the Accountant profile, when recording the submission of a periodic VAT return:
“Only the Fiscal Officer can submit a VAT return. What happened: submitting is separate from preparing. How to fix it: ask someone with the “Fiscal Officer” profile.”
The messages in this article were copied from the demonstration database in Portuguese. Those of the second type were triggered through the integration, because on screen the button does not appear to anyone without the profile (see I cannot see a menu or a button).
Verified causes
- You are missing a profile. Each profile opens only the apps, menus and buttons of its work. The operation belongs to another profile.
- The record belongs to another company. Either the company is not among yours, or it is but you have not selected it at the top of the screen.
What to check
- Whether the message names the profile (“Only the Fiscal Officer can…”, “Your profile cannot…”): it is a profile issue. Open the article for that profile, in the list under How to fix it.
- Whether the window is No access and says “It may belong to another company”: check the company in the top right corner. In this window, the This area is for list may include your own profile. When that happens, the cause is the company, not the profile.
- What you were doing, on which record and with which company selected. You will need this if you ask for help.
How to fix it
The message names the profile
Ask someone with the stated profile to do the operation. This is the right path when the task is not yours (for example, filing a return). If the task becomes yours, ask the administrator to give you the profile: How to give each user the right profile.
Each profile has its own article, with the operations that belong to it:
- Fiscal officer: “Only the Fiscal Officer can…” appears
- Fiscal administration: “Only Fiscal Administration can…” appears
- Certified accountant: “Only the certified accountant or fiscal manager can…” appears
- Accountant: “Only the accountant…” or “Only accounting profiles can…” appears
- Payroll: “Only the Payroll Administrator can…” appears
- Treasury, invoicing and sales: “Your profile cannot…” appears in treasury, invoicing or sales
Who does it: whoever has the profile; or the administrator, who gives the profile.
The message mentions the company
- You have access to the company but have not selected it: “…a company you do not work in” or “It may belong to another company” appears.
- The company is not among yours: “Access to unauthorized or invalid companies.” or “No access” appears on a document of another company.
Do not ask for a colleague's password to do the operation: every action is recorded in the name of whoever does it.
Expected result
Once the administrator gives you the profile (or you select the right company), the same operation is no longer refused. The menus of the new profile appear the next time you log in to fiscaldoo.
When to contact support
- The message names a profile you already have (check it with the administrator in the Profile tab and in Advanced settings).
- The window appears on a record of your company, selected at the top, with the right profile.
Information to send
Follow How to ask support for help and what information to send. In this case also attach the text of Show technical detail, which appears in the window.