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 |
Cash In Accountant |
Cash In View Only |
Cash Out & Banking | Project Manager | GL Accountant | Financial Suite Analytics | GL Accountant ERP | Delete Archived Source Records | Time and Expense Entry | ERP Administrator | AS NPSP | AS VAT Reporting |
|
Accounting Period |
RCED |
R |
RCED | R | R | RCED | R | RCED | R, VA | No Access | No Access | No Access | No Access | No Access | No Access |
|
Account Period Task |
RCED |
R |
RCED | RCED | R, VA | RCED | RCED | RCED | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
|
Accounting Settings |
RE |
No Access | R | R | No Access | R | No Access | RE | No Access | No Access | No Access | No Access | No Access | No Access | RCED, VA, MA |
| Accounting Variable | RCED | R | RCED | R | R | RCED | R | RCED | R, VA | No Access | No Access |
R |
R |
R | No Access |
| Amortization Entry | RCED | R | RCED | No Access | No Access | RCED, VA, MA | No Access | RCED | R, VA | No Access | No Access |
No Access |
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 | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| AP Credit Memo | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | R. VA | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| AP Disbursement | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | R, VA | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Automated Job Results |
R | No Access | R | No Access | No Access | No Access | No Access | RE | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| AvaTax License | RCED, VA, MA | R | RCE, VA | RE, VA | R | RE | No Access | RCE, VA | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Deposits | RCED, VA, MA | R, VA | RCED, VA, MA | RCED | No Access | RCED, VA, MA | No Access | R | No Access | No Access | No Access |
No Access |
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 | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Rule Actions | RCED | R, VA | RCED | RCED, VA | No Access | RCED, VA | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Rule Conditions | RCED | R, VA | RCED | RCED, VA | No Access | RCED, VA | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Rule GLAMs | RCED | R, VA | RCED | RCED, VA | No Access | RCED, VA | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Rules | RCED | R, VA | RCED | RCED, VA | No Access | RCED, VA | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Bank Transactions | RCED | R, VA | R, VA | R, VA | No Access | R, VA | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Billing | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R,VA | R | RC, VA | R | R, VA | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Billing Aging History | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | R | No Access | R | No Access | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Billing Cash Receipt | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | R, VA | R | R, VA | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Billing Credit Memo | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | R, VA | R | R, VA | No Access | No Access |
No Access |
No Access |
No Access | No Access |
| Billing Line | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | RC, VA | R | R, VA | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Billing Rate | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R,VA | R | RCED, VA, MA | R | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Cash Disbursement | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | R, VA | No Access | No Access | No Access |
No Access |
No Access | No Access |
|
Cash Disbursement Batch |
RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | R, VA | No Access | No Access | No Access |
No Access |
No Access | No Access |
|
Cash Receipt |
RCED, VA, MA | R, VA | RCED, VA, MA | RCE, VA | R, VA | RCED, VA, MA | R, VA | R | R, VA | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Exchange Rate | RCED, VA, MA | R, VA | RCED, VA, MA | R | R | R | No Access | No Access | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Expense Lines | RCED, VA, MA | R, VA | RE | RCED, VA, MA | No Access | RE, VA | RED, VA | R | No Access | No Access | No Access | RCED |
No Access |
No Access | No Access |
| Expense Reports | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | No Access | R, VA | R, VA | R | No Access | No Access | No Access | RCED |
No Access |
No Access | No Access |
| Financial Cubes | RCED, VA, MA | R, VA | R, VA | No Access | No Access | R, VA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Cube Transactions | R, VA | R, VA | R, VA | No Access | No Access | R, VA | No Access | RCE | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Reporter Settings | RCED | R | RCED | N/A | N/A | RCED | N/A | RE | No Access | No Access | No Access | N/A | N/A | No Access | No Access |
| Financial Statement Columns | RCED, VA, MA | R | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Report Definitions (Financial Statement Definitions) | RCED, VA, MA | R | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Statement Results | RCED, VA, MA | RC | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Statement Result Value | RCED, VA, MA | R | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Statement Rows | RCED, VA, MA | R | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access |
No Access |
No Access | No Access |
| Financial Suite Analytics Schema | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | R, VA | No Access | No Access | No Access |
No Access |
No Access | No Access |
| GAU Allocations (SF NPSP object) |
No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
No Access |
RE | No Access |
| General Accounting Units (SF NPSP object) | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access | R | No Access |
| GL Account Default |
RCED | R | R | R | R | No Access | No Access | RCED | R, VA | No Access | No Access | No Access | No Access | No Access | No Access |
| GL Account Mapping | RCED, VA, MA | No Access | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| GL Account Reporting Group Line | RCED, VA, MA | RCED | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access | 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 | RCED | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Inbound Inventory Movements | NA | NA | NA | NA | NA | NA | NA | NA | No Access | R | No Access | NA | RCED, VA, MA | No Access | No Access |
| Inventory Quantity Available Histories | NA | N/A | NA | N/A | N/A | NA | N/A | N/A | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Inventory Costs | RCED, M/A | R,V/A | RCED, M/A | RCED, M/A | R,V/A | R,V/A | N/A | N/A | No Access | R | No Access | N/A | R, M/A | No Access | No Access |
| Inventory Quantity Available (Inventory Balances) | NA | NA | NA | N/A | N/A | NA | NA | N/A | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Journal Entry | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | R, VA | No Access | No Access | No Access | No Access | RCE | No Access |
| Journal Entry Line | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | R, VA | No Access | No Access | No Access | No Access | RCE | No Access |
| Labor Cost Rates | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | R | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Ledger Hierarchy | RCED | R | RCED | N/A | N/A | N/A | N/A | RCED | No Access | No Access | No Access | N/A | N/A | N/A | N/A |
| Ledger | RCED, VA, MA | R | RCED, VA, MA | R | No Access | RCED, VA, MA | R | RCED | R, VA | No Access | No Access | R | R | No Access | Edit access to VAT Country and Company Code fields |
| Locations | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Manufacturing Inventory Movements | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Materials | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Outbound Inventory Movements | RCED | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Payable | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | R | R, VA | No Access | No Access | No Access | No Access | No Access | No Access |
| Payable Line | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | R | R, VA | No Access | No Access | No Access | No Access | No Access | No Access |
| Payment Activities | RCED, VA, MA | NA | RC, VA | RC, VA | No Access | R | No Access | R | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Payment Methods | RCED, VA, MA | NA | RCED, VA, MA | RCED, VA, MA | No Access | R | No Access | R | No Access | No Access | No Access | No Access | 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 | R | No Access | No Access | No Access | No Access | R | No Access | No Access |
| Payment Processor | RCED, VA, MA | R, VA | VA, MA | RCED, VA, M | R, VA | No Access | No Access | R, VA | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Payment Processor Customer | RCED, VA, MA | R, VA | VA, MA | RCED, VA, M | R, VA | No Access | No Access | R, VA | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Product Parts | RCED, VA, MA | R, VA | R, VA | No Access | No Access | R, VA | No Access | No Access | No Access | R | No Access | No Access | RCED | No Access | No Access |
| Project | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R | R, VA | No Access | No Access | R | RCE | No Access | No Access |
| Project Task | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R | R, VA | No Access | No Access | R | RCE | No Access | No Access |
| Purchase Order Inventory Movements | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Purchase Order Lines | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Purchase Orders | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Purchase Prices | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, M/A, V/A | No Access | No Access |
| Recurring Billings | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R, VA | No Access | R | No Access | No Access | No Access | No Access | 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 | R | No Access | No Access | No Access | No Access | 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 | RCED | No Access | No Access | No Access | No Access | 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 | RCED | No Access | No Access | No Access | No Access | 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 | R | No Access | No Access | No Access | No Access | 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 | R | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Sales Order | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Sales Order Inventory Movements | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Sales Order Line | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Sales Tax Address | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA | R, VA | R, VA | RCE, VA | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Shipment Lines | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Shipments | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Tax | No Access | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Tax Group | RCED | R | R | R | R | R | R | RCED | No Access | No Access | No Access | N/A | No Access | No Access | |
| Tax Rate | RCED | R | R | R | R | R | R | RCED | No Access | No Access | No Access | N/A | No Access | No Access | No Access |
| Tax Settings | RCED, VA, MA | R | RCE, VA | RE, VA | R | R | R | RCE, VA | No Access | No Access | No Access | No Access | R | No Access | No Access |
| Time Cards | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | R, VA | R, VA | R | No Access | No Access | No Access | RCED | No Access | No Access | No Access |
| Time Card Accounting Periods | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | R, VA | R, VA | R | No Access | No Access | No Access | R, VA | No Access | No Access | No Access |
| Time Card Day | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | R | RED, VA, MA | R | R, VA | No Access | No Access | RCED | No Access | No Access | No Access |
| Time Card Line | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | No Access | R | RED, VA, MA | R | R | No Access | No Access | RCED | No Access | No Access | No Access |
| Time Card Periods | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | RCED, VA, MA | R, VA | R | No Access | No Access | No Access | R, VA | No Access | No Access | No Access |
|
Transaction Archives |
RC | RC | R | RC | No Access | R | No Access | R | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Transaction Import Errors | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | No Access | No Access | R, VA | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Transaction | R | R | R, VA | R | No Access | R | No Access | R | R, VA | No Access | No Access | No Access | R | No Access | No Access |
| Uncleared Bank Reconciliation Lines
|
RED | R | R | N/A | N/A | R | N/A | R | No Access | No Access | No Access | N/A | N/A | N/A | N/A |
|
Warehouses |
N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | No Access | R | No Access | N/A | RCED, VA, MA | No Access | No Access |
| Work Order Line Item (SF Standard object) |
No Access | No Access |
*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.
Note: Blank rows indicate accessibility is only available from a standard permission set.
Note: For the AS VAT Reporting permission set on the Ledger object, "edit" access to VAT Country and Company Code fields is available. For the AS VAT Reporting on the Tax Group object, "edit" access to the VAT Business ID number is required. For VAT Country Reportable and VAT Country Ledger fields, these values must be set when creating a Tax Group (no access from permission set). Access to the Reverse Charge field is provided from standard permission sets such as AS Full Admin.
____________________
Winter '24 Preview 2 Release
- Financial Suite Analytics Schema was added as a new object.
- Financial Suite Analytics was added as a new permission set.
____________________
Summer '23 Release
Release Notes and Schedule
The following objects have been added:
- Payment Processor
- Payment Processor Customer
- Transaction Import Errors
____________________
Spring ’23 Release
- The GL Account Default object was added.
- The Delete Archived Source Records permission set was added.
Comments
0 comments
Please sign in to leave a comment.