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.
|
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.