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 | GL Accountant ERP | Time and Expense Entry | ERP Administrator | Billing from Work Order | Sales Order from Work Order | AS NPSP | AS VAT Reporting |
|
Accounting Periods |
RCED |
R |
RCED | R | R | RCED | R | RCED | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
|
Account Period Tasks |
RCED |
R |
RCED | RCED | R | 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 | No Access |
| Accounting Variables | RCED | R | RCED | R | R | RCED | R | RCED | No Access |
R |
R |
No Access |
No Access | R | No Access |
| Amortization Entries | RCED | R | RCED | No Access | No Access | RCED | No Access | RCED | No Access |
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 Memos | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | No Access |
No Access |
No Access |
No Access |
No Access | No Access | No Access |
| AP Disbursements | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | No Access |
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 |
| 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 |
| Billings | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R,VA | R | RC, VA | R | No Access |
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 Receipts | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | R, VA | R | No Access |
No Access |
No Access |
No Access |
No Access | No Access | No Access |
| Billing Credit Memos | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | R, VA | R | No Access |
No Access |
No Access |
No Access |
No Access | No Access | No Access |
| Billing Lines | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | R, VA | R | RC, VA | R | No Access | No Access |
No Access |
No Access |
No Access | No Access | No Access |
| Billing Rates | 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 Disbursements | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | No Access | No Access |
No Access |
No Access |
No Access | No Access | No Access |
|
Cash Disbursement Batches |
RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | R, VA | R | No Access | No Access |
No Access |
No Access |
No Access | No Access | No Access |
|
Cash Receipts |
RCED, VA, MA | R, VA | RCED, VA, MA | RCE, VA | R, VA | RCED, VA, MA | R, VA | R | No Access | No Access |
No Access |
No Access |
No Access | No Access | No Access |
| Exchange Rate | RCED, VA, MA | R, VA | RCED, VA, MA | R | R | No Access | 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 | RCED |
No Access |
No Access |
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 | RCED |
No Access |
No Access |
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 | N/A | N/A | No Access | No Access | 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 |
| Fixed Assets | RCED, VA, MA | R, VA | 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 |
| 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 |
| General Ledger Accounts | RCED | R, VA | RCED | R | R | RCED | R | RE | No Access | R | No Access | No Access | No Access | No Access | No Access |
| GL Account Mappings | 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 Lines | 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 | RCED | R | R | NA | NA | R | NA | NA | R | NA | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Inventory Quantity Available Histories | RCD | N/A | RCD | N/A | N/A | RCD | N/A | N/A | R | N/A | RCED, M/A, V/A | No Access | No Access | 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 | R | N/A | R, M/A | No Access | No Access | No Access | No Access |
| Inventory Quantity Available (Inventory Balances) | RCED | R | R | N/A | N/A | R | R | N/A | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Journal Entries | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | No Access | No Access | No Access | No Access | RCE | No Access |
| Journal Entry Lines | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | No Access | RCED | No Access | 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 | N/A | N/A | N/A | N/A | N/A | N/A |
| Ledgers | RCED, VA, MA | R | RCED, VA, MA | R | No Access | RCED, VA, MA | R | RCED | No Access | R | R | No Access | No Access | No Access | Edit access to VAT Country and Company Code fields |
| Locations | RCED | N/A | N/A | N/A | N/A | N/A | N/A | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Manufacturing Inventory Movements | RCD | N/A | R | N/A | N/A | R | N/A | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Materials | RCED | N/A | N/A | N/A | N/A | N/A | RCD | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Outbound Inventory Movements | RCED | N/A | R | N/A | N/A | R | N/A | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Payables | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | R | No Access | No Access | No Access | No Access | No Access | No Access | No Access |
| Payable Lines | RCED, VA, MA | R, VA | RCED, VA, MA | No Access | No Access | RCED, VA, MA | RC, VA | R | No Access | 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 | R | 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 | R | No Access | RCED | No Access | No Access | No Access | No Access |
| Projects | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R | No Access | R | RCE | No Access | No Access | No Access | No Access |
| Project Tasks | RCED, VA, MA | R, VA | RCED, VA, MA | R, VA | R, VA | RCED, VA, MA | RCED, VA, MA | R | No Access | R | RCE | No Access | No Access | No Access | No Access |
| Purchase Order Inventory Movements | RCD | N/A | R | N/A | N/A | R | N/A | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Purchase Order Lines | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Purchase Orders | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | No Access | No Access |
| Purchase Prices | N/A | N/A | N/A | N/A | N/A | N/A | N/A | No Access | R | N/A | RCED, M/A, V/A | No Access | No Access | 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 | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Sales Order Inventory Movements | RCD | N/A | R | N/A | R | N/A | N/A | No Access | R | N/A | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Sales Order Line | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, VA, MA | No Access | No Access | 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 | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Shipments | RCED | R | R | N/A | R | R | R | No Access | R | N/A | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Tax Group | RCED | R | R | R | R | R | R | RCED | No Access | N/A | No Access | No Access | No Access | No Access | |
| Tax Rate | RCED | R | R | R | R | R | R | RCED | No Access | N/A | No Access | No Access | No Access | 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 | RCED | No Access | No Access | 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 | R, VA | No Access | No Access | No Access | No Access | No Access |
| Time Card Days | RCED, VA, MA | R, VA | RCED, VA, MA | RE, VA | No Access | R | RED, VA, MA | R | No Access | RCED | No Access | No Access | No Access | No Access | No Access |
| Time Card Lines | RCED, VA, MA | R, VA | RCED, VA, MA | RCED, VA, MA | No Access | R | RED, VA, MA | R | No Access | RCED | No Access | No Access | 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 | R, VA | No Access | No Access | 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 |
| Transactions | R | R | R | R | No Access | R | No Access | R | No Access | No Access | R | No Access | No Access | No Access | No Access |
| Uncleared Bank Reconciliation Lines
|
RED | R | R | N/A | N/A | R | N/A | R | No Access | N/A | N/A | N/A | N/A | N/A | N/A |
|
Warehouses |
RCED | N/A | N/A | N/A | N/A | N/A | N/A | No Access | R | N/A | RCED, VA, MA | No Access | No Access | No Access | No Access |
| Work Order Line Item (SF Standard object) |
E | E | 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.
____________________
Summer ’22 Release
Two new permission sets have been added:
- GL Accountant
- GL Accountant - ERP
The following new objects were added:
- Exchanges Rate
- Sales Tax Address
____________________
- Magnolia - Home: GL Accounts object renamed to General Ledger Accounts
- Magnolia: Cash In Accountant for Bank Deposits updated to RCED (Read/Create/Edit/Delete).
- Magnolia: Ledger Hierarchy added as a new object.
____________________
- Financial Reporter Settings object was added with the Lily release.
- Financial Reports Columns and Rows objects, AS View Only permission is R (Read).
Comments
0 comments
Please sign in to leave a comment.