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.
|
Visibility |
AS Full Admin |
AS View Only |
Accounting |
Cash In Accountant |
Cash In View Only |
Cash Out | Project Manager | T and E Entry |
|
Accounting Home |
Visible |
Visible |
Visible | Visible | Visible | Visible | No Access | Visible |
|
Accounting Periods |
Visible |
Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| Accounting Settings | Visible | No Access | Visible | Visible | No Access | Visible | No Access | No Access |
| Accounting Variables | Visible | Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| Amortization Entries | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Bank Deposits | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Bank Direct Connect | Visible | No Access | Visible | No Access | No Access | Visible | No Access | No Access |
| Bank Reconciliations | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Billings | Visible | Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| Cash Disbursement Batches | Visible | Visible | Visible | No Access | No Access | Visible | Visible | No Access |
| Cash Disbursements | Visible | Visible | Visible | No Access | Visible | Visible | Visible | No Access |
| Cash Receipts | Visible | Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| Expense Reports | Visible | Visible | Visible | Visible | No Access | Visible | Visible | Visible |
| Financial Cubes | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Financial Statement Definitions | Visible | No Access | Visible | No Access | No Access | Visible | No Access | No Access |
| Financial Statement Results | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Fixed Assets | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| GL Accounts | Visible | Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| GL Account Reporting Groups | Visible | No Access | Visible | No Access | No Access | Visible | No Access | No Access |
| Integrity Report Entries | Visible | No Access | Visible | No Access | No Access | Visible | No Access | No Access |
| Journal Entries | Visible | No Access | Visible | No Access | No Access | Visible | No Access | No Access |
| Labor Cost Rates | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Ledgers | Visible | Visible | Visible | Visible | No Access | Visible | No Access | No Access |
| Payables | Visible | Visible | Visible | No Access | No Access | Visible | Visible | No Access |
|
Payroll File Import |
Visible | No Access | No Access | No Access | Visible | No Access | No Access | No Access |
| PDF Formats | Visible | Visible | Visible | Visible | Visible | Visible | Visible | No Access |
| Projects | Visible | Visible | Visible | Visible | Visible | Visible | Visible | Visible |
| Recurring Billings | Visible | Visible | Visible | Visible | Visible | Visible | No Access | No Access |
| Recurring Journal Entries* | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
| Recurring Payables | Visible | Visible | Visible | No Access | No Access | Visible | No Access | No Access |
|
Tax Exception Report |
Visible | No Access | No Access | No Access | Visible | No Access | No Access | No Access |
| Time Cards | Visible | Visible | Visible | Visible | No Access | Visible | Visible | Visible |
| Time Card Periods | Visible | Visible | Visible | Visible | No Access | Visible | Visible | Visible |
*Allows for automation and less manual steps for creating and posting Recurring Journal Entries.
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- Recurring Journal Entries are available as of the Geranium Release.
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- Payroll File Import and Tax Exemption Report are available as of the Fuchsia Release.