Standard Permission Sets (Objects)

Overview

A standard permission set is a collection of settings and permissions included with Accounting Seed that gives users access to various tools and functions.

Below is a list of database actions that can be taken with each standard Accounting Seed permission set. You can also create your own permission sets in Salesforce. See the Create Permission Sets and Assign User Permissions articles.

Key

R: Read / C: Create / E: Edit / D: Delete / VA: View All / MA: Modify All

Object Settings	AS Full Admin	AS View Only	Accounting Manager	Cash In Accountant	Cash In View Only	Cash Out & Banking	Project Manager	T and E Entry	ERP Administrator
Accounting Periods	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA	R, VA	R, VA	No Access
Accounting Settings	RE	No Access	R, VA	R, VA	R	R	No Access	No Access	No Access
Accounting Variables	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA	R, VA	R	R
Amortization Entries	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
AP Aging History	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access	No Access
AP Credit Memos	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	R, VA	No Access	No Access
AP Disbursements	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	R, VA	No Access	No Access
Bank Deposits	RCED, VA, MA	R, VA	RCED, VA, MA	RCE	No Access	RCED, VA, MA	No Access	No Access	No Access
Bank Reconciliations	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Billings	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R,VA	R	RC, VA	No Access	No Access
Billing Aging History	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	R	No Access	No Access	No Access
Billing Cash Receipts	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R	R, VA	No Access	No Access
Billing Credit Memos	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R	R, VA	No Access	No Access
Billing Lines	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R	RC, VA	No Access	No Access
Billing Rates	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R,VA	R	RCED, VA, MA	No Access	No Access
Cash Disbursements	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	R, VA	No Access	No Access
Cash Disbursement Batches	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	R, VA	No Access	No Access
Cash Receipts	RCED, VA, MA	R, VA	RCED, VA, MA	RCE, VA	R, VA	RCED, VA, MA	R, VA	No Access	No Access
Expense Lines	RCED, VA, MA	R, VA	RE	RCED, VA, MA	No Access	RE, VA	RED, VA	RCED	No Access
Expense Reports	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	No Access	R, VA	R, VA	RCED	No Access
Financial Cubes	RCED, VA, MA	R, VA	R, VA	No Access	No Access	R, VA	No Access	No Access	No Access
Financial Cube Transactions	R, VA	R, VA	R, VA	No Access	No Access	R, VA	No Access	No Access	No Access
Financial Statement Columns	RCED, VA, MA	RC	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Financial Statement Definitions	RCED, VA, MA	R	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Financial Statement Results	RCED, VA, MA	RC, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Financial Statement Result Value	RCED, VA, MA	RC, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Financial Statement Rows	RCED, VA, MA	RCE	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Fixed Assets	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
GL Accounts	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA	R, VA	R	R
GL Account Mappings	RCED, VA, MA	No Access	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
GL Account Reporting Group Lines	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
GL Account Reporting Groups	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Inbound Inventory Movements	RCED	R	R	NA	NA	R	NA	NA	RCED, VA, MA
Integrity Report Entries	RED, VA, MA	No Access	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Inventory Balance Histories	RCD	N/A	RCD	N/A	N/A	RCD	N/A	N/A	RCED, M/A, V/A
Inventory Costs	RCED, M/A	R,V/A	RCED, M/A	RCED, M/A	R,V/A	R,V/A	N/A	N/A	R, M/A
Inventory Quantity Available (Inventory Balances)	RCED	R	R	N/A	N/A	R	R	N/A	RCED, M/A, V/A
Journal Entries	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Journal Entry Lines	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Labor Cost Rates	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Ledgers	RCED, VA, MA	R	RCED, VA, MA	R	No Access	RCED, VA, MA	R	R	R
Locations	RCED	N/A	N/A	N/A	N/A	N/A	N/A	N/A	RCED, M/A, V/A
Manufacturing Inventory Movements	RCD	N/A	R	N/A	N/A	R	N/A	N/A	RCED, M/A, V/A
Materials	RCED	N/A	N/A	N/A	N/A	N/A	RCD	N/A	RCED, M/A, V/A
Outbound Inventory Movements	RCED	N/A	R	N/A	N/A	R	N/A	N/A	RCED, M/A, V/A
Payables	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	RC, VA	No Access	No Access
Payable Lines	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	RC, VA	No Access	No Access
Payment Activities	RCED, VA, MA	NA	RC, VA	RC, VA	No Access	R	No Access	No Access	No Access
Payment Methods	RCED, VA, MA	NA	RCED, VA, MA	RCED, VA, MA	No Access	R	No Access	No Access	No Access
PDF Formats	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	No Access	R
Product Parts	RCED, VA, MA	R, VA	R, VA	No Access	No Access	R, VA	No Access	No Access	RCED
Projects	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA	RCED, VA, MA	R	RCE
Project Tasks	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA	RCED, VA, MA	R	RCE
Purchase Order Inventory Movements	RCD	N/A	R	N/A	N/A	R	N/A	N/A	RCED, M/A, V/A
Purchase Order Lines	RCED	R	R	N/A	R	R	R	N/A	RCED, M/A, V/A
Purchase Orders	RCED	R	R	N/A	R	R	R	N/A	RCED, M/A, V/A
Purchase Prices	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	RCED, M/A, V/A
Recurring Billings	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	No Access	No Access	No Access
Recurring Billing Lines	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	No Access	No Access	No Access
Recurring Journal Entries	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	No Access	No Access	No Access
Recurring Journal Entry Lines	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	No Access	No Access	No Access
Recurring Payables	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Recurring Payable Lines	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	RCED, VA, MA	No Access	No Access	No Access
Sales Order	RCED	R	R	N/A	R	R	R	N/A	RCED, VA, MA
Sales Order Inventory Movements	RCD	N/A	R	N/A	R	N/A	N/A	N/A	RCED, VA, MA
Sales Order Line	RCED	R	R	N/A	R	R	R	N/A	RCED, VA, MA
Shipment Lines	RCED	R	R	N/A	R	R	R	N/A	RCED, VA, MA
Shipments	RCED	R	R	N/A	R	R	R	N/A	RCED, VA, MA
Tax Group	RCED	R	R	R	R	R	R	N/A	No Access
Tax Rate	RCED	R	R	R	R	R	R	N/A	No Access
Time Cards	RCED, VA, MA	R, VA	RCED, VA, MA	RE, VA	No Access	R, VA	R, VA	RCED	No Access
Time Card Accounting Periods	RCED, VA, MA	R, VA	RCED, VA, MA	No Access	No Access	R, VA	R, VA	R, VA	No Access
Time Card Days	RCED, VA, MA	R, VA	RCED, VA, MA	RE, VA	No Access	R	RED, VA, MA	RCED	No Access
Time Card Lines	RCED, VA, MA	R, VA	RCED, VA, MA	RCED, VA, MA	No Access	R	RED, VA, MA	RCED	No Access
Time Card Periods	RCED, VA, MA	R, VA	RCED, VA, MA	RE, VA	No Access	RCED, VA, MA	R, VA	R, VA	No Access
Transactions	RED, VA	R, VA	R, VA	R, VA	No Access	R, VA	No Access	No Access	R
Transaction Archives (Big Object)	RC	No Access	R	No Access	No Access	R	No Access	No Access	No Access
Warehouses	RCED	N/A	N/A	N/A	N/A	N/A	N/A	N/A	RCED, VA, MA

*Accounting Settings can not be edited by a user with the Accounting Manager permission set. Accounting settings can only be edited by a user with AS Full Admin permission set.

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