Changes to Permissions in Summer 2025

The following changes have been introduced in the Summer 2025 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

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 Set	Description	View changes
Accounting	Autogenerated 1st level Accounting	Accounting Changes
Accounting - Bank Account	Autogenerated 2nd level Accounting - Bank Account	AccountingBankAccount Changes
Accounting - Bank Account - Bank Statement Definition	Create, edit, delete, and view bank statement definitions.	AccountingBankAccountBankStatementDefinition Changes
Accounting - Bank Account - Read Access	View all relevant records for bank accounts and bank statement definitions.	AccountingBankAccountReadAccess Changes
Accounting - Bank Connections	Autogenerated 2nd level Accounting - Bank Connections	AccountingBankConnections Changes
Accounting - Bank Connections - Manage Connections	Create connections to banks. It also includes permissions to edit and delete bank account connections.	AccountingBankConnectionsCreateConnections Changes
Accounting - Bank Reconciliation	Autogenerated 2nd level Accounting - Bank Reconciliation	AccountingBankReconciliation Changes
Accounting - Bank Reconciliation - Commit	Commit all bank reconciliations.	AccountingBankReconciliationCommit Changes
Accounting - Bank Reconciliation - Delete	Delete bank reconciliation, line items, and bank reconciliation charges.	AccountingBankReconciliationDelete Changes
Accounting - Bank Reconciliation - Delete Lines	Delete all bank reconciliation line items.	AccountingBankReconciliationDeleteLines Changes
Accounting - Bank Reconciliation - Edit	Edit all bank reconciliations.	AccountingBankReconciliationEdit Changes
Accounting - Bank Reconciliation - Read Access	View all relevant records for bank reconciliations.	AccountingBankReconciliationReadAccess Changes
Accounting - Bank Reconciliation - Reopen	Reopen bank reconciliations.	AccountingBankReconciliationReopen Changes
Accounting - Bank Reconciliation - Save	Save all bank reconciliations.	AccountingBankReconciliationSaveHeader Changes
Accounting - Bank Reconciliation - Save Bank Reconciliation Line Items	Add bank reconciliation line items to a bank reconciliation through a manual process or an automated process.	AccountingBankReconciliationSaveLines Changes
Accounting - Payments Plus	Create, cancel, discard, post, match, and view payment proposals.	AccountingPaymentsPlus Changes
Accounting Read Access	Autogenerated 1st level Accounting Read Access	AccountingReadAccess Changes

Updates to Permission Set Labels

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