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 AccountantGL Accountant ERP Time &
Expense
Entry 		AS Apex Classes
 		 ERP Administrator  AS NPSPAS VAT ReportingCash Receipt Balance Adjustment Edit
Accounting Home
Settings -
Edit Access		Provides edit access to the Accounting Home and Setup pagesYesNoNoNoNoNoNo YesNoNoNoNoNoNoNo
Accounting Home
Settings -
Read Access		Provides read access to the Accounting Home and Setup pagesNoNoYesYesYesYesNoNoNoNoNoNoNoNoNo
Cash Receipt Balance Adjustment Edit
Grants edit access to the Balance Adjustment field on Cash Receipts.
NoNoNoNoNoNoNoNoNoNoNoNoNoNoYes
Delete APDsDelete AP Disbursement recordsYesNoNoNoYesYesNoNoNoNoNoNoNoNoNo
Delete BCRsProvides access to this button on the Cash Receipt detail pageYesNoNoYesYesNoNoNoNoNoNoNoNoNoNo
Financial Reports Tab Access YesYesNoNoYesYesNoYesFinancial Reports Tab AccessNoYesYesNoNoNo
Financial Report Data Manager Tab Access YesYesNoNoYesYesNoYesFinancial Report Data Manager Tab AccessNoYesYesNoNoNo
Financial Report Settings Tab Access YesYesNoNoYesYesNoYesFinancial Report Settings Tab AccessNoYesYesNoNoNo
Import BDC TransactionsProvides the ability to use the Bank Direct Connect feature YesNoNoNo Yes YesNoNoNoNoNoNoNoNoNo
Issue Refund
 		Related to issuing a refund on a Cash Receipt and/or Credit Memo YesNoNo Yes YesNoNoNoNoNoNoNoNoNoNo
Run Consolidation RoutineProvides the ability to manage ledger hierarchies and run consolidations Yes NoNoNo Yes Yes No YesNoNoNoNoNoNoNo

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Title
Custom Permissions
URL Name
472379128
AdminSecurity
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