Permissions for the Sync Groups to Dimension 3 Records Integration
These permissions are for running the Sync Groups to Dimension 3 Records integration flow.
Permission Sets
The following permission set contains all the standard permissions that are detailed in this topic.
Permission Sets |
Description |
---|---|
PSA - Manage Configuration | Enables users to view, create, edit, and delete groups. |
SRP - Sync Groups to Dimension 3 Records |
Enables users to:
|
Object Permissions
The following object permissions are relevant.
Object |
Access |
Mandatory |
---|---|---|
Group |
Create Read Edit |
Yes |
Dimension 3 | Read | [Optional] Only required to view the dimension 3 record linked to the group. |
Tab Access
The following tab access is required.
Tab |
Access |
Mandatory |
---|---|---|
Groups | Available | Required to access the Group list view and record page. |
Field Permissions
The following field permissions are relevant.
Object |
Field |
Access |
Mandatory |
---|---|---|---|
Group | Group Name | Edit | Yes |
Accounting Reporting Code | Edit | [Optional] Only required to customize the reporting code. When this is left blank, it automatically populates from the group name, truncated to 24 characters. | |
Dimension 3 | View | [Optional] Only required to view the dimension 3 record linked to the group. | |
Edit | [Optional] Only required for manually correlating existing groups and dimensions. | ||
Dimension 3 | Group | View | [Optional] Only required to view the group linked to the dimension 3 record. |
Custom Permissions
The following custom permissions are required.
Custom Permission |
Access |
Mandatory |
---|---|---|
c2g.Manage Supporting Records without an Accounting License |
Enabled | Yes |