Standard Permission Sets (Objects)

Body

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.  

Click here to download this table as an .xlsx file.

Key

R: Read  /  C: Create  /  E: Edit  /  D: Delete  /  VA: View All  /  MA: Modify All

Object SettingsAS Full AdminAS View Only Accounting
Manager 		Cash In AccountantCash In View OnlyCash Out & BankingProject ManagerGL AccountantFinancial Suite AnalyticsGL Accountant ERPDelete Archived Source RecordsTime and Expense EntryERP Administrator AS NPSPAS VAT Reporting
Accounting PeriodRCEDR RCED R R RCED R RCEDR, VANo AccessNo AccessNo AccessNo Access No Access No Access
Account Period  TaskRCEDRRCEDRCEDR, VARCEDRCEDRCEDNo Access  No AccessNo AccessNo AccessNo AccessNo AccessNo Access
Accounting Settings RENo AccessR R No AccessRNo Access RENo Access  No AccessNo AccessNo AccessNo AccessNo AccessRCED, VA, MA 
Accounting VariableRCED R RCED R  R RCED R RCEDR, VANo AccessNo AccessRRR No Access
AddressRCED, VA, MAR, VARCED, VA, MARCED, VA, MANo AccessR, VARCE, VA  R, VANo AccessNo AccessNo AccessNo AccessNo AccessNo AccessNo Access
Amortization EntryRCED R RCED No AccessNo AccessRCED, VA, MANo AccessRCEDR, VANo AccessNo AccessNo AccessNo Access No Access No Access
AP Aging HistoryRCED, VA, MAR, VARCED, VA, MANo AccessNo Access R, VA No AccessR No Access  No AccessNo AccessNo AccessNo AccessNo AccessNo Access
AP Credit MemoRCED, VA, MA R, VARCED, VA, MANo AccessNo AccessRCED, VA, MA  R, VA  R R. VA No AccessNo AccessNo AccessNo Access No Access No Access
AP DisbursementRCED, VA, MAR, VARCED, VA, MANo AccessNo AccessRCED, VA, MA  R, VA R R, VA No AccessNo AccessNo AccessNo Access No Access No Access
Automated Job Results
 		RNo Access R No Access No Access No Access No Access RENo Access  No AccessNo AccessNo AccessNo Access No Access No Access 
AvaTax LicenseRCED, VA, MARRCE, VA  RE, VAR RENo AccessRCE, VA  No Access  No AccessNo AccessNo AccessNo AccessNo AccessNo Access
Bank AccountRCED, VA, MAR, VA RCED, VA, MANo Access No Access RCED, VA, MAR, VARCED, VA, MANo AccessNo AccessNo AccessR, VANo AccessNo AccessNo Access
Bank DepositRCED, VA, MAR, VARCED, VA, MARCED No AccessRCED, VA, MA No AccessR No Access  No AccessNo AccessNo AccessNo Access No Access No Access
Bank DisbursementRCED, VA, MAR RCED No Access No Access RCED R RCED No AccessNo AccessNo AccessNo AccessNo AccessNo AccessNo Access
Bank Reconciliation RCED, VA, MAR, VARCED, VA, MANo Access No Access RCED, VA, MA No AccessR No Access  No AccessNo AccessNo Access No Access No Access No Access
Bank Rule ActionsRCED R, VARCED  RCED, VA No Access RCED, VANo AccessR No Access  No AccessNo AccessNo Access No AccessNo AccessNo Access
Bank Rule ConditionsRCED R, VARCED  RCED, VANo Access RCED, VA No AccessR No Access  No AccessNo AccessNo AccessNo Access No AccessNo Access 
Bank Rule GLAMsRCED R, VA RCED  RCED, VA No Access RCED, VA No Access R No Access  No AccessNo AccessNo AccessNo Access No AccessNo Access 
Bank RulesRCED R, VA RCED  RCED, VA No Access RCED, VA No Access R No Access  No AccessNo AccessNo AccessNo AccessNo AccessNo Access 
Bank TransactionsRCED R, VAR, VAR, VA No Access R, VA  No AccessR No Access  No AccessNo AccessNo Access No AccessNo AccessNo Access 
BillingRCED, VA, MAR, VARCED, VA, MARCED, VA, MAR,VA RRC, VAR R, VA No AccessNo AccessNo AccessNo Access No Access No Access
Billing Aging HistoryRCED, VA, MAR, VARCED, VA, MANo Access No Access RNo AccessR No Access  No AccessNo AccessNo Access No Access No Access No Access
Billing Cash ReceiptRCED, VA, MAR, VARCED, VA, MARCED, VA, MA R, VAR R, VAR   R, VANo AccessNo AccessNo Access No Access No Access No Access
Billing Credit MemoRCED, VA, MAR, VARCED, VA, MARCED, VA, MA  R, VA R R, VAR   R, VANo AccessNo AccessNo AccessNo Access No Access No Access
Billing LineRCED, VA, MA   R, VARCED, VA, MARCED, VA, MA R, VARRC, VAR   R, VANo AccessNo AccessNo AccessNo Access No Access No Access
Billing RateRCED, VA, MAR, VARCED, VA, MARCED, VA, MA    R,VARRCED, VA, MAR No Access  No AccessNo AccessNo AccessNo Access No Access No Access
Cash DisbursementRCED, VA, MAR, VARCED, VA, MANo AccessNo AccessRCED, VA, MA   R, VAR R, VA No AccessNo AccessNo AccessNo Access No Access No Access

Cash Disbursement

Batch

RCED, VA, MAR, VARCED, VA, MA No AccessNo AccessRCED, VA, MAR, VAR R, VA No AccessNo AccessNo AccessNo Access No Access No Access
 Cash ReceiptRCED, VA, MAR, VARCED, VA, MARCE, VA  R, VA    RCED, VA, MAR, VAR   R, VANo AccessNo AccessNo AccessNo Access No Access No Access
Exchange RateRCED, VA, MAR, VARCED, VA, MARRRNo AccessNo AccessNo Access  No AccessNo AccessNo AccessNo AccessNo AccessNo Access
Expense LinesRCED, VA, MAR, VA RERCED, VA, MA  No AccessRE, VARED, VAR   No Access  No AccessNo AccessRCEDNo Access No Access No Access
Expense ReportsRCED, VA, MAR, VARCED, VA, MAR, VANo AccessR, VAR, VAR   No Access  No AccessNo Access RCEDNo Access No Access No Access
Financial CubesRCED, VA, MAR, VAR, VANo AccessNo AccessR, VANo AccessRCED No Access  No AccessNo AccessNo AccessNo Access No Access No Access
Financial Cube TransactionsR, VAR, VAR, VANo AccessNo AccessR, VANo AccessRCE No Access  No Access
Title
Standard Permission Sets (Objects)
URL Name
427253841
AdminSecurity
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