Foundations Permissions

Changes to Permissions in Summer 2023

The following changes have been introduced in the Summer 2023 release.

New Permissions Added

New Permission Sets

FDN - Manage Scanned Payable Documents

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.
Permission SetDescriptionView changes
Certinia Configurable Components View Configurable components. exp_FF_Configurable_Components Changes
Certinia Configuration Builders Edit component configuration files. exp_FF_Configuration_Builders Changes
FDN Common Concepts Autogenerated 1st level FDN Common Concepts ERP_Common_Concepts Changes
FDN Common Concepts - Billing Documents Autogenerated 2nd level FDN Common Concepts - Billing Documents ERPCommonConceptsBillingDocuments Changes
FDN Common Concepts - Billing Documents - Calculate Tax Calculate tax on billing documents. ERPCommonConceptsBillingDocumentsCalculateTax Changes
FDN Common Concepts - Company Autogenerated 2nd level FDN Common Concepts - Company ERPCommonConceptsCompany Changes
FDN Common Concepts - Company - Delete Delete companies and company sites. ERPCommonConceptsCompanyDelete Changes
FDN Common Concepts - Company - Edit Edit companies and company sites. ERPCommonConceptsCompanyEdit Changes
FDN Common Concepts - Company - Read View companies and company sites. ERPCommonConceptsCompanyRead Changes
FDN Common Concepts - Company Credit Terms Autogenerated 2nd level FDN Common Concepts - Company Credit Terms ERPCommonConceptsCompanyCreditTerms Changes
FDN Common Concepts - Company Credit Terms - Delete View companies, and delete company credit terms. ERPCommonConceptsCompanyCreditTermsDelete Changes
FDN Common Concepts - Company Credit Terms - Edit View companies, and edit company credit terms. ERPCommonConceptsCompanyCreditTermsEdit Changes
FDN Common Concepts - Company Credit Terms - Read View companies and company credit terms. ERPCommonConceptsCompanyCreditTermsRead Changes
FDN Common Concepts - Company Tax Information Autogenerated 2nd level FDN Common Concepts - Company Tax Information ERPCommonConceptsCompanyTaxInformation Changes
FDN Common Concepts - Company Tax Information - Assign To Company Assign company tax information to companies. ERPCommonConceptsCompanyTaxInformationAssignToCompany Changes
FDN Core Autogenerated 1st level FDN Core ERPMessaging Changes
FDN Core - Administrator Configure messaging and scheduled jobs in Foundations. ERP_Messaging_Administrator Changes
FDN Core - Mapping Create, edit, and delete mappings. ERPCoreMapping Changes
FDN Engagement Autogenerated 1st level FDN Engagement FDNEngagement Changes
FDN Engagement - Write Create, edit, and delete engagements. FDNEngagementWrite Changes
Financial Report Builder Create and customize financial statements and reports using Analytics and Lightning Web Components. frb_FinancialReportBuilder Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.


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