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 Create Permission Sets article.
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 | Project Manager | T and E Entry |
|
Accounting Periods |
RCED, VA, MA |
R, VA |
RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | R, VA | R, VA |
|
Accounting Settings* |
RE |
No Access | R, VA | R, VA | R | R | No Access | No Access |
| Accounting Variables | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | R, VA |
R |
| Amortization Entries | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| AP Credit Memos | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA |
No Access |
| AP Disbursements | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA |
No Access |
| Bank Deposits | RCED, VA, MA | R, VA | RCED, VA, MA | RCE | No Access | RCED, VA, MA | 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 |
| Billings | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R,VA | R | RC, VA |
No Access |
| Billing Aging History | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | R | 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 |
| Billing Credit Memos | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | R, VA |
No Access |
| Billing Lines | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | RC, VA | No Access |
| Billing Rates | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R,VA | R | RCED, VA, MA | No Access |
| Cash Disbursements | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | No Access |
|
Cash Disbursement Batches |
RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | No Access |
|
Cash Receipts |
RCED, VA, MA | R, VA | RCED, VA, MA | RCE, VA | R, VA | RCED, VA, MA | R, VA | No Access |
| Expense Lines | RCED, VA, MA | R, VA | RE | RCED, VA, MA | No Access | RE, VA | RED, VA | RCED |
| Expense Reports | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | No Access | R, VA | R, VA | RCED |
| Financial Cubes | RCED, VA, MA | R, VA | R, VA | No Access | No Access | R, VA | No Access | No Access |
| Financial Cube Transactions | R, VA | R, VA | R, VA | No Access | No Access | R, VA | 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 |
| Financial Statement Definitions | RCED, VA, MA | R | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| Financial Statement Result Value | RCED, VA, MA | RC, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| Fixed Assets | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | No Access |
| GL Accounts | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | R, VA | R |
| GL Account Mappings | RCED, VA, MA | No Access | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| GL Account Reporting Groups | RCED, VA, MA | RCED | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | No Access |
| Integrity Report Entries | RED, VA, MA | No Access | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | No Access |
| Journal Entries | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| Labor Cost Rates | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | No Access |
| Ledgers | RCED, VA, MA | R | RCED, VA, MA | R | No Access | RCED, VA, MA | R | R |
| Payables | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | No Access |
| Payable Lines | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | No Access |
| Payment Activities | RCED, VA, MA | NA | RC, VA | RC, VA | No Access | R | No Access | No Access |
| Payment Methods | RCED, VA, MA | NA | RCED, VA, MA | RCED, VA, MA | No Access | R | 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 |
| Product Parts | RCED, VA, MA | R, VA | R, VA | No Access | No Access | R, VA | No Access | No Access |
| Projects | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R |
| Project Tasks | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R |
| Recurring Billings | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R, VA | 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 |
| Recurring Journal Entries** | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R, VA | 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 |
| Recurring Payables | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | 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 |
| Time Cards | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | R, VA | R, VA | RCED |
| Time Card Accounting Periods | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | R, VA | R, VA | R, VA |
| Time Card Days | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | R | RED, VA, MA | RCED |
| Time Card Lines | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | No Access | R | RED, VA, MA | RCED |
| Time Card Periods | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | RCED, VA, MA | R, VA | R, VA |
| Transactions | RED, VA | R, VA | R, VA | R, VA | No Access | R, VA | No Access | No Access |
|
Transaction Archives (Big Object) |
RC | No Access | R | No Access | No Access | R | 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.
**New objects.
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As of the Geranium Release the following has been implemented:
- AS Full Admin permission set is revised to prevent non authorized users from making changes to a users default settings set in Accounting Settings.
- Availability of Recurring Journal Lines and Recurring Journal Entries.