Custom Permissions

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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

Cash Receipt Balance Adjustment Edit

Accounting Home
Settings -
Edit Access

Provides edit access to the Accounting Home and Setup pages

Yes

Accounting Home
Settings -
Read Access

Provides read access to the Accounting Home and Setup pages

Yes

Cash Receipt Balance Adjustment Edit

Grants edit access to the Balance Adjustment field on Cash Receipts.

Yes

Delete APDs

Delete AP Disbursement records

Yes

Delete BCRs

Provides access to this button on the Cash Receipt detail page

Yes

Financial Reports Tab Access

Yes

Financial Reports Tab Access

Yes

Financial Report Data Manager Tab Access

Yes

Financial Report Data Manager Tab Access

Yes

Financial Report Settings Tab Access

Yes

Financial Report Settings Tab Access

Yes

Import BDC Transactions

Provides the ability to use the Bank Direct Connect feature

Yes

Issue Refund

Related to issuing a refund on a Cash Receipt and/or Credit Memo

Yes

Run Consolidation Routine

Provides the ability to manage ledger hierarchies and run consolidations

Yes

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Title

Custom Permissions

URL Name

472379128

Custom Permissions

Overview

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