Permissions for the Sync Groups to Dimension 3 Records
These permissions are for running the Sync Groups to Dimension 3 Records 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. |
| PSA – Accounting - 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 |