Custom Object Permissions Checklist

The basic custom object permissions are Read, Create, Edit and Delete.

The following lists record some important custom permissions to act as a checklist. They are not complete. For a complete record of recommended permissions, see the sample user profiles contained within the Accounting managed package.

Accountant

• All custom objects, except those deprecated: RCED

Cash Entry Clerk

• Bank Reconciliations: RCED
• Bank Reconciliation Charges: RCED
• Bank Reconciliation Line Items: RCED
• Bank Statements: RCED
• Bank Statement Definitions: RCED
• Bank Statement Line Items: RCED
• Budgets and Balances: RCED
• Cash Entries: RCE
• Cash Entry Line Items: RCED
• Cash Matching Histories: RCE
• Check Numbers: RC
• Check Ranges: RCED
• Companies: RE
• Dimensions: R
• Event Logs: RC
• Finance Correspondence: RCED
• Integration Rule Line Items: R
• Integration Rules: R
• Journal Line Items: RCE
• Journals: RCE
• Lookups: RCED
• Matching References: RC
• Payment Details: RCED
• Payment Media Controls: RCED
• Payment Media Details: RCED
• Payment Media Summaries: RCED
• Payments History: RCED
• Payments: RCED
• Transaction Line Items: RCE
• Transactions: RCE

Payables Clerk

• Bank Reconciliation Charges: RCED
• Bank Reconciliation Line Items: RCED
• Bank Reconciliations: RCED
• Budgets and Balances: RCED
• Dimensions: R
• Event Logs: RC
• Finance Correspondence: RCED
• Integration Rule Line Items: RCED
• Integration Rules: RCED
• Journal Line Items: R
• Journals: R
• Lookups: RCED
• Payable Credit Note Expense Line Items: RCED
• Payable Credit Note Line Items: RCED
• Payable Credit Notes: RCE
• Payable Invoice Expense Line Items: RCED
• Payable Invoice Line Items: RCED
• Payable Invoices: RCE
• Transaction Line Items: RCE
• Transactions: RCE

Sales Invoicing Clerk

• Bank Reconciliation Charges: RCED
• Bank Reconciliation Line Items: RCED
• Bank Reconciliations: RCED
• Budgets and Balances: RCED
• Dimensions: RC
• Event Logs: RC
• Finance Correspondence: RCED
• Grouping References: RCE
• Inc Schedule Staging Jnls: RCED
• Inc Schedule Staging Line Items: RCED
• Integration Rules: R
• Integration Rule Line Items: R
• Journal Line Items: RCE
• Journals: RCE
• Sales Credit Note Line Items: RCED
• Sales Credit Notes: RCE
• Sales Invoice Installment Line Items: RCED
• Sales Invoice Line Items: RCED
• Sales Invoices: RCE
• Sales Schedule Line Items: RCED
• Transaction Line Items: RCE
• Transactions: RCE

Note:

Note

When testing your configuration settings and data setup, remember to switch to a user with standard accountant-level permissions or equivalent.

Do not test, or otherwise enter data into, the application while logged in as System Administrator. Also note that the same restriction applies to any profile with "Modify All" and "View All" object settings.