Overview
Below is a list of custom permissions and their assignment to the Accounting Seed standard permission sets. You can also create your own permission sets in Salesforce. When using custom permission sets (rather than the ones listed in the table) you can assign the custom permission listed to a user’s custom permission set to provide them with the required access.
| Custom Permission | Description | Full AS Admin | AS View Only |
Cash In View Only |
Cash In Accountant | Accounting Manager | Cash Out & Banking |
Project Manager | GL Accountant | GL Accountant ERP | Time & Expense Entry |
AS Apex Classes |
ERP Administrator | AS NPSP | AS VAT Reporting |
| Accounting Home Settings - Edit Access |
Provides edit access to the Accounting Home and Setup pages | Yes | No | No | No | No | No | No | Yes | No | No | No | No | No | No |
| Accounting Home Settings - Read Access |
Provides read access to the Accounting Home and Setup pages | No | No | Yes | Yes | Yes | Yes | No | No | No | No | No | No | No | No |
| Delete APDs | Delete AP Disbursement records | Yes | No | No | No | Yes | Yes | No | No | No | No | No | No | No | No |
| Import BDC Transactions | Provides the ability to use the Bank Direct Connect feature | Yes | No | No | No | Yes | Yes | No | No | No | No | No | No | No | No |
| Issue Refund |
Related to issuing a refund on a Cash Receipt and/or Credit Memo | Yes | No | No | Yes | Yes | No | No | No | No | No | No | No | No | No |
| Run Consolidation Routine | Provides the ability to manage ledger hierarchies and run consolidations | Yes | No | No | No | Yes | Yes | No | Yes | No | No | No | No | No | No |
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Winter ’24 Release
- Delete APDs custom permission was added.
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