This task is normally performed by a trained Salesforce administrator. To learn how to navigate Salesforce CRM, visit the Trailhead learning resource in the Help section of your Salesforce account.

Background

A Permission Set is a collection of settings and permissions that give users access to various Accounting Seed tools and functions. It is essential that your organization’s Salesforce System Administrator understand and assign the appropriate Permission Sets based on each user’s job function.

As a best practice, we highly recommend using Permission Sets to establish the basis of security for your Accounting Seed users. If the initial Permission Set assigned to a particular user is not adequate, the user can either be assigned a different Permission Set, or an additional set. Permission Sets are additive.

All Accounting Seed users must have both a Salesforce license and a license for the Accounting Seed Financial Suite. If you purchased the Orders & Inventory Suite, users need a license for that, too, if you want the user to have access to Orders & Inventory.

Assign Permission Sets

Salesforce Classic:

  1. Click Setup on the menu bar at the top of the page.
  2. Click the Manage Users drop-down menu and then click Users.
  3. On the All Users page, click a User’s name.
  4. On the Setup Users page, scroll down to Permission Set Assignments and click the Edit Assignments button.
  5. On the Permission Set Assignments page, add Permission Sets, and click Save.

Lightning Experience:

  1. Click the Gear icon on the menu bar at the top of the page and click Setup.
  2. Click the Administration drop-down menu, click the Users drop-down menu, and then scroll down and click Users.
  3. On the All Users page, click a User’s name.
  4. On the Selected Users page, scroll down to Permission Set Assignments and click the Edit Assignments button.
  5. On the Permission Set Assignments page, add Permission Sets, and click Save.

 

Permission Set Overview

Financial Suite Permission Set Users
AS Full Admin Assign to users who require access to all Accounting Seed data. This would typically be used for the primary accountant, or CEO, in an organization with a small number of Accounting Seed users. There is no restriction to the type of data this user can access.
Accounting Seed Financial Suite Administrator This is an old permission set that was associated with a full Salesforce user. This should not be assigned to new users.
AS View Only Assign to users who require read-only access to the application. AS View Only is a good profile for those who only want to view financial reports and do not need to create or edit transactions.
Accounting Manager Assign to users who require access to both Cash In and Cash Out functionality. This would be good for an accountant, or clerk level person, who doesn’t need to run financial statements or reconcile transactions at month end.
Cash In Accountant Assign to users who only require access to Cash In related functionality. This would be good for a customer-facing invoicing person who needs to send out invoices and collect payment but doesn’t need access to any other accounting functions.
Cash In View Only Assign to users who only require view-only access to Cash In records. This is often given to sales teams or project managers who need to see if a customer has paid, but do not need to do any accounting functions.
Cash Out and Banking Assign to users who only require access to Cash Out related functionality. This is often given to a person who is responsible for paying vendors and, perhaps, doing bank or credit card reconciliations.
Project Manager Assign to users who are responsible for managing projects. This user will have access to the Project and Project Task functionality, with an eye to managing the costs of a project/event/job/grant.
Time and Expense Entry Assign to users who need access to Time and Expense functionality. This allows users to enter Time Cards and Expense Reports in Accounting Seed, without the distraction of other Accounting functions.
Orders & Inventory Permission Set Users
Accounting Seed Orders & Inventory Administrator Assign to users who need access to Orders & Inventory. This allows users who have an Orders & Inventory license to access all functionality within that package. For more discrete roles within this functionality, you will want to set up your own permission sets.

 

 

 

 

 

 

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6 Comments

  • 0
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    Rebecca Ralls

    Are there additional permission sets for the order and inventory module? (Purchase Orders/Inventory Movements/Sales Orders, etc.) Or only the financial suite?

  • 0
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    Ryan Faulkingham

    Hi Rebecca,

    There is only 1 permission set for the orders and inventory package.

    Thank you,

    Ryan

  • 0
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    Cynthia Bell

    Hello, is this the most current list of AS permission sets? 

    I have Accounting Seed Financial Suite Administrator as well as AS Full Admin in my org. Is the former a deprecated permission set?

    Thanks!

  • 1
    Avatar
    Ryan Faulkingham

    Hi Cynthia,

    Yes, moving forward, you will want to use the AS Full Admin permission set. This is the set that we will continue to update as we roll out new features. 

    Thank you,

    Ryan

  • 0
    Avatar
    Rebecca Ralls

    Is there a list anywhere that spells out which types of Salesforce licences are required/supported for access to various objects/ features?

    Full vs. Platform vs. chatter, community, etc?

  • 0
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    Rebecca Ralls

     

    Nevermind. Please delete.

    Edited by Rebecca Ralls

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