Permissions for the Sync Projects to Dimension 4 Records Integration
These permissions are for running the Sync Projects to Dimension 4 Records integration flow.
Permission Sets
The following permission sets contain all the standard permissions that are detailed in this topic.
Permission Sets |
Description |
---|---|
PSA - Crate Projects | Enables users to view, create, and edit projects. |
SRP - Sync Projects to Dimension 4 Records |
Enables users to:
|
Object Permissions
The following object permissions are relevant.
Object |
Access |
Mandatory |
---|---|---|
Project |
Create Read Edit |
Yes |
Dimension 4 | Read | [Optional] Only required to view the dimension 4 record linked to the project. |
Tab Access
The following tab access is required.
Tab |
Access |
Mandatory |
---|---|---|
Projects | Available | Required to access the Project list view and record page. |
Field Permissions
The following field permissions are relevant.
Object |
Field |
Access |
Mandatory |
---|---|---|---|
Project | Project Name | Edit | Yes |
Dimension 4 | View | [Optional] Only required to view the dimension 4 record linked to the project. | |
Edit | [Optional] Only required for manually correlating existing projects and dimensions. | ||
Dimension 4 | Project | View | [Optional] Only required to view the project linked to the dimension 4 record. |
Custom Permissions
The following custom permissions are required.
Custom Permission |
Access |
Mandatory |
---|---|---|
c2g.Manage Supporting Records without an Accounting License |
Enabled | Yes |