Apex Class Access

Tip:

The Accounting managed package includes five predefined custom user profiles: Accountant, Cash Entry Clerk, Sales Invoicing Clerk, Payables Clerk and Read Only.

If you use these custom user profiles, or if you mapped these custom permissions to your own profiles during installation, these settings are already defined.

You must ensure that the following Apex classes are enabled on all relevant profiles.

  1. From Setup, click Manage Users | Profiles.
  2. Click the name of the Standard User profile.
  3. Scroll to the Enabled Apex Class Access section.
  4. Click Edit.
  5. If necessary, enable the following Apex classes for all users:
    • CODAAccountWebService
    • CODABankReconciliationWebService
    • CODACompanyWebService
    • CODACurrencyRevaluationWebService
    • CODAIntegrationRuleWebService
    • CODAIntercompanyWebService
    • CODAOpportunityWebService
    • CODASelectionWebService
    • CODAYearWebService
  6. Click Save.
  7. Repeat for all other relevant profiles.

See the Salesforce Help for more information.

API Apex Class Access

The first time that you set up the API it is useful to set up a new Apex Class view to provide you with a list of additional API classes that you must enable.

See the Certinia API Developer's Reference (available from developer.financialforce.com) for information on how to create this new view and also how to grant users access to the Certinia API.