Overview

Accounting Seed includes standard permission sets that give users access to its objects. Use this article as a reference for the object permissions each standard permission set grants, grouped by package and functional area.

Key: R = Read, C = Create, E = Edit, D = Delete, VA = View All, MA = Modify All. Letters are combined, so RCED means Read, Create, Edit, and Delete. View All and Modify All give access to every record of the object, regardless of sharing settings. No Access means the permission set grants no access to the object.

The columns change from table to table. If a permission set does not appear in a table, it grants no access to any object in that area. To view every object and permission set in one spreadsheet, see Download the Table.

This article covers object permissions only. For other access included in the standard permission sets, see Standard Permission Sets (Tabs), Standard Permission Sets (Visualforce Pages), and Standard Permission Sets (AuraEnabled Apex Classes). Permission sets are additive: a user gets the combined access of their profile and all assigned permission sets.

To assign permission sets to users, see Assign User Permissions. To create a custom permission set, see Create Permission Sets in Salesforce Help.

In this article:

• Financial Suite
  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Cash Management & Banking
  • Financial Reporting
  • Projects, Time & Expense
  • Tax
• Orders & Inventory
• Ramp
• Financial Suite Analytics
• Download the Table

Financial Suite

These permission sets are included in the Accounting Seed Financial Suite package.

General Ledger

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out & Banking	Cash In Accountant	Cash In View Only	AS View Only	Project Manager	Time & Expense Entry
Accounting Period	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R, VA	R, VA	R, VA	R, VA	R, VA
Accounting Period Task	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA	RCED, VA	R, VA	R, VA	RCED, VA	No Access
Accounting Settings	RE	RE, VA	RE	RE	R, VA	R	R	No Access	No Access
Accounting Variable	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R, VA	R, VA	R, VA	R, VA	R
Amortization Entry	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access
Automated Job Result	R, VA	R, VA	RE	No Access	No Access	No Access	No Access	No Access	No Access
Exchange Rate	RCED, VA, MA	RCED, VA	No Access	R	R	R	R, VA	No Access	No Access
Financial Cube	RCED, VA, MA	R, VA	RCED	R, VA	No Access	No Access	R, VA	No Access	No Access
Financial Cube Transaction	R, VA	R, VA	RCE	R, VA	No Access	No Access	R, VA	No Access	No Access
Fixed Asset	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access
General Ledger Account	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R, VA	R, VA	R, VA	R, VA	R
GL Account Default	RCED	R	RCED	R	R	R	R	No Access	No Access
GL Account Mapping	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA	R, VA	No Access	R, VA	No Access	No Access
Import Field	RCED	RCED	RCED	RCED	RCED	R	R	R	No Access
Import Template	RCED	RCED	RCED	RCED	RCED	R	R	R	No Access
Journal Entry	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R	No Access	R, VA	R	No Access
Journal Entry Line	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RE	No Access	R, VA	R	No Access
Ledger	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R	R	R	R	R
Ledger Hierarchy	RCED	RCED	RCED	RCED	No Access	No Access	R	No Access	No Access
Recurring Journal Entry	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access
Recurring Journal Entry Line	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access
Transaction	RED, VA	R, VA	R	R, VA	R, VA	No Access	R, VA	No Access	No Access
Transaction Archive	RC	R	R	R	No Access	No Access	No Access	No Access	No Access
Transaction Group	R, VA	R, VA	R, VA	R, VA	No Access	No Access	R, VA	R, VA	R, VA

Accounts Receivable

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	Cash In Accountant	Cash In View Only	AS View Only	Project Manager
Address	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	RCED, VA	R, VA	R, VA	RCE, VA
Billing	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	RCE, VA
Billing Aging History	RCED, VA, MA	RCED, VA, MA	R	R	No Access	No Access	R, VA	No Access
Billing Cash Receipt	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	R, VA
Billing Credit Memo	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	R, VA
Billing Line	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	RC, VA
Billing Rate	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	RCED, VA, MA
Cash Receipt	RCED, VA, MA	RCED, VA, MA	R	RCE, VA	RCED, VA, MA	R, VA	R, VA	R, VA
Document Merge Delivery	RCED	RCED	No Access	No Access	RCED	No Access	No Access	No Access
Master Billing	RCED, VA, MA	RCED, VA, MA	R	R	RCED, VA, MA	R, VA	R, VA	RCE, VA
Merge Tag	RCED, VA, MA	No Access	No Access	No Access	No Access	No Access	No Access	No Access
Payment Activity	RCED, VA, MA	RCE, VA	R	R	RCE, VA	No Access	No Access	No Access
Payment Method	RCED, VA, MA	RCED, VA, MA	R	RCED	RCED, VA, MA	No Access	No Access	No Access
Payment Processor	RCED, VA, MA	RCED, VA, MA	R, VA	R	RCED, VA, MA	R, VA	R, VA	No Access
Payment Processor Customer	RCED, VA, MA	RCED, VA, MA	R, VA	No Access	RCED, VA, MA	R, VA	R, VA	No Access
PDF Format	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	R, VA
Recurring Billing	RCED, VA, MA	RCED, VA, MA	R	R, VA	RCED, VA, MA	R, VA	R, VA	No Access
Recurring Billing Line	RCED, VA, MA	RCED, VA, MA	R	R, VA	RCED, VA, MA	R, VA	R, VA	No Access

Accounts Payable

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	AS View Only	Project Manager	Time and Expense Entry
AP Aging History	RCED, VA, MA	RCED, VA, MA	R	R, VA	R, VA	No Access	No Access
AP Credit Memo	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	R, VA	No Access
AP Disbursement	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	R, VA	No Access
Cash Disbursement	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	R, VA	No Access
Cash Disbursement Batch	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	R, VA	No Access
Payable	RCED, VA, MA	RCED, VA, MA	RE	RCED, VA, MA	RE, VA	RCE, VA	No Access
Payable Line	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	RC, VA	No Access
Payment Proposal	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	R, VA
Payment Proposal Line	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	R, VA	R, VA	R, VA
Recurring Payable	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	No Access	No Access
Recurring Payable Line	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	No Access	No Access

Cash Management & Banking

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	Cash In Accountant	Cash In View Only	AS View Only	Project Manager	Time and Expense Entry
Bank Account	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	RCED, VA, MA	No Access	No Access	R, VA	R, VA	R, VA
Bank Deposit	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	RCED	No Access	R, VA	No Access	No Access
Bank Disbursement	RCED, VA, MA	RCED	RCED	RCED	No Access	No Access	R	R	No Access
Bank Reconciliation	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R	No Access	R, VA	R	No Access
Bank Rule	RCED, VA, MA	RCED, VA, MA	R	RCED, VA	RCED, VA	No Access	R, VA	No Access	No Access
Bank Rule Action	RCED, VA, MA	RCED, VA, MA	R	RCED, VA	RCED, VA	No Access	R, VA	No Access	No Access
Bank Rule Condition	RCED, VA, MA	RCED, VA, MA	R	RCED, VA	RCED, VA	No Access	R, VA	No Access	No Access
Bank Rule GLAM	RCED, VA, MA	RCED, VA, MA	R	RCED, VA	RCED, VA	No Access	R, VA	No Access	No Access
Bank Transaction	RCED, VA, MA	R, VA	R	R, VA	R, VA	No Access	R, VA	No Access	No Access
Transaction Import Error	RCED, VA, MA	RCED, VA, MA	R, VA	No Access	RCED, VA, MA	R, VA	R, VA	No Access	No Access
Uncleared Bank Reconciliation Line	RED, VA	R	R	R	No Access	No Access	R	No Access	No Access

Financial Reporting

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	AS View Only
Financial Report Category	RCE, VA	RCE, VA	RCE, VA	RCE, VA	RCE, VA
Financial Report Definition	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R
Financial Report Detail	RCED, VA, MA	RCE, VA	RCE, VA	RCE, VA	RCE, VA
Financial Report Settings	RCED, VA, MA	RCED, VA, MA	RE	RCED, VA, MA	R
Financial Report Type	R, VA	R, VA	R, VA	R, VA	R, VA
Financial Reporter Settings	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R
Financial Statement Column	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RC
Financial Statement Result	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RC, VA
Financial Statement Result Value	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	R, VA
Financial Statement Row	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RCE
GL Account Reporting Group	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RCED
GL Account Reporting Group Line	RCED, VA, MA	RCED, VA, MA	RCED	RCED, VA, MA	RCED
Report Folder	RCED, VA	RCED	RCED	R	R

Projects, Time & Expense

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	Cash In Accountant	Cash In View Only	AS View Only	Project Manager	Time and Expense Entry
Expense Line	RCED, VA, MA	RE	R	RE, VA	RED, VA, MA	No Access	R, VA	RED, VA, MA	RCED
Expense Report	RCED, VA, MA	RCED, VA, MA	R	R, VA	R, VA	No Access	R, VA	R, VA	RCED
Labor Cost Rate	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	No Access	No Access	R, VA	No Access	No Access
Project	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	RE, VA	R, VA	R, VA	RCED, VA, MA	R
Project Task	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	R, VA	R, VA	RCED, VA, MA	R
Time Card	RCED, VA, MA	RCED, VA, MA	R	R, VA	R, VA	No Access	R, VA	R, VA	RCED
Time Card Accounting Period	RCED, VA, MA	RCED, VA, MA	R	R, VA	No Access	No Access	R, VA	R, VA	R, VA
Time Card Day	RCED, VA, MA	RCED, VA, MA	R	R	RE, VA	No Access	R, VA	RED, VA, MA	RCED
Time Card Line	RCED, VA, MA	RCED, VA, MA	R	R	RED, VA, MA	No Access	R, VA	RED, VA, MA	RCED
Time Card Period	RCED, VA, MA	RCED, VA, MA	R	RCED, VA, MA	R, VA	No Access	R, VA	R, VA	R, VA

Tax

Object	AS Full Admin	Accounting Manager	GL Accountant	Cash Out and Banking	Cash In Accountant	Cash In View Only	AS View Only	Project Manager
AvaTax License	RCED, VA, MA	RCE, VA	RCE, VA	RE	RE, VA	R	R	No Access
Tax Group	RCED, VA, MA	R	RCED	R	R	R	R	R
Tax Rate	RCED, VA, MA	R	RCED	R	R	R	R	R
Tax Settings	RCED, VA, MA	RCE, VA	RCE, VA	RE	RE, VA	R	R	No Access

Orders & Inventory

The Accounting Seed ERP Administrator and GL Accountant - ERP permission sets are included in the Orders & Inventory package. The table below also includes the Financial Suite permission sets that grant access to Inventory Cost or Product Part.

Orders & Inventory objects

Object	Accounting Seed ERP Administrator	GL Accountant - ERP	AS Full Admin	Accounting Manager	Cash Out and Banking	Cash In Accountant	Cash In View Only	AS View Only
Inbound Inventory Movement	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Inventory Cost	RED, VA, MA	R	RCED, VA, MA	RCED, VA, MA	R, VA	RCED, VA, MA	R, VA	R, VA
Inventory Quantity Available	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Inventory Quantity Available History	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Location	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Manufacturing Inventory Movement	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Material	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Outbound Inventory Movement	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Product Part	RCED	R	RCED, VA, MA	R, VA	R, VA	No Access	No Access	R, VA
Purchase Order	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Purchase Order Inventory Movement	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Purchase Order Line	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Purchase Price	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Sales Order	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Sales Order Inventory Movement	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Sales Order Line	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Shipment	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Shipment Line	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access
Warehouse	RCED, VA, MA	R	No Access	No Access	No Access	No Access	No Access	No Access

Note: Inventory Cost and Product Part are part of the Financial Suite package. They are listed here because they support inventory.

Access to Financial Suite objects

The Accounting Seed ERP Administrator permission set also grants access to these Financial Suite objects.

Object	Accounting Seed ERP Administrator
Accounting Variable	R
AvaTax License	R
General Ledger Account	R
Ledger	R
PDF Format	R
Project	RCE
Project Task	RCE
Tax Settings	R
Transaction	R
Transaction Archive	RC

Ramp

The Ramp Admin permission set is included with the Ramp integration.

Object	Ramp Admin
Ramp Lookup Reference	RCED, VA, MA

Financial Suite Analytics

The Financial Suite Analytics permission set gives read-only access to 27 Financial Suite objects: Read and View All on 24 objects, and Read on three. It does not grant Create, Edit, Delete, or Modify All on any object. For the list of objects, see Download the Table.

Download the Table

Download the standard permission sets table (.xlsx) to view every object and permission set in one place. In Excel, use the filter arrows on the column headings to show one area or permission set.

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