Permissions for the Sync Practices to Dimension 2 Records Integration
These permissions are for running the Sync Practices to Dimension 2 Records integration flow.
Permission Sets
The following permission sets contain all the standard permissions that are detailed in this topic.
|
Permission Sets |
Description |
|---|---|
| PSA - Manage Configuration | Enables users to view, create, edit, and delete practices. |
| SRP - Sync Practices to Dimension 2 Records |
Enables users to:
|
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Practice |
Create Read Edit |
Yes |
| Dimension 2 | Read | [Optional] Only required to view the dimension 2 record linked to the practice. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Practices | Available | Required to access the Practice list view and record page. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Practice | Practice 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 practice name, truncated to 24 characters. | |
| Dimension 2 | View | [Optional] Only required to view the dimension 2 record linked to the practice. | |
| Edit | [Optional] Only required for manually correlating existing practices and dimensions. | ||
| Dimension 2 | Practice | View | [Optional] Only required to view the practice linked to the dimension 2 record. |
Custom Permissions
The following custom permissions are required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
|
c2g.Manage Supporting Records without an Accounting License |
Enabled | Yes |