Changes to Permissions in Winter 2026

The following changes have been introduced in the Winter 2026 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 - Background Matching and Write Off	Process background matching and accounts receivable write-offs. User must also be assigned FDN AsyncApi - Process permissions.	AccountingBackgroundMatching Changes
Accounting - Cash Matching	Autogenerated 2nd level Accounting - Cash Matching	AccountingCashMatching Changes
Accounting - Cash Matching - Match	Match cash entries against outstanding sales or payable invoices, credit notes, and journals.	AccountingCashMatchingMatch Changes
Accounting - Cash Matching - Undo	Undo cash matching.	AccountingCashMatchingUndo Changes
Accounting - Intercompany Transfer	Autogenerated 2nd level Accounting - Intercompany Transfer	AccountingIntercompanyTransfer Changes
Accounting - Intercompany Transfer - Read Access	View all types of Intercompany transfer records.	AccountingIntercompanyTransferReadAccess Changes
Accounting - Mass Email	Send an email message to a group of accounts.	AccountingMassEmail Changes
Accounting - Payment	Autogenerated 2nd level Accounting - Payment	AccountingPayment Changes
Accounting - Payment - Cancel	Cancel selected checks, electronic payments, and all active payments on a payment proposal.	AccountingPaymentCancel Changes
Accounting - Payment - Clear Payment History	Clear the payment history.	AccountingPaymentClearHistory Changes
Accounting - Payment - Discard	Discard all payments.	AccountingPaymentDiscard Changes
Accounting - Payment - Pay	Pay all types of payments.	AccountingPaymentPay Changes
Accounting - Payment - Read Access	View all payments.	AccountingPaymentReadAccess Changes
Accounting - Payment - Remittances	Send remittances for payment details to vendors.	AccountingPaymentRemittances Changes
Accounting - Payment - Retrieve and Save	Retrieve all transactions and save payments.	AccountingPaymentSave Changes
Accounting - Profitability Reporting	Autogenerated 2nd level Accounting - Profitability Reporting	AccountingProfitabilityReporting Changes
Accounting - Profitability Reporting - SubAnalysis Mappings	Manage profitability sub-analysis mappings.	AccountingProfitabilityReportingSubAnalysisMappings Changes
Accounting Read Access	Autogenerated 1st level Accounting Read Access	AccountingReadAccess Changes
Accounting and Billing	Autogenerated 1st level Accounting and Billing	AccountingandBilling Changes
Accounting and Billing - Background Posting	Autogenerated 2nd level Accounting and Billing - Background Posting	AccountingandBillingBackgroundPosting Changes
Accounting and Billing - Background Posting - List View	Run background posting from the document list view page. User must also be assigned FDN AsyncApi - Process permissions.	AccountingandBillingBackgroundPostingListview Changes
Accounting and Billing - Background Posting - Schedule and Run	Schedule and run background posting from the background posting scheduler tab. User must also be assigned FDN AsyncApi - Process permissions.	AccountingandBillingBackgroundPostingRunNow Changes
Accounting and Billing - Collections	Autogenerated 2nd level Accounting and Billing - Collections	AccountingandBillingCollections Changes
Accounting and Billing - Collections - Read Access	View all reminders and customer statements.	AccountingandBillingCollectionsReadAccess Changes
Accounting and Billing - Collections - Send Customer Statements	Send statements for sales invoices to customers.	AccountingandBillingCollectionsSendStatements Changes
Accounting and Billing - Collections - Send Email Reminders	Send reminders for sales invoices or billing documents listing the invoices due for payment. User must also be assigned FDN Common Concepts - Billing Documents - Read and FDN Common Concepts - Company - Read when sending reminders for billing documents.	AccountingandBillingCollectionsSendReminders Changes
Accounting and Billing - Opportunity	Autogenerated 2nd level Accounting and Billing - Opportunity	AccountingandBillingOpportunity Changes
Accounting and Billing - Opportunity - Create Sales Invoice	Create sales invoices and recurring sales invoices from opportunity. It also includes permission to create sales invoices and recurring invoices.	AccountingandBillingOpportunityCreateSalesInvoice Changes
Accounting and Billing - Print Formatter	Autogenerated 2nd level Accounting and Billing - Print Formatter	AccountingandBillingPrintFormatter Changes
Accounting and Billing - Print Formatter - Print Sales Invoice	Print and create templates for sales invoice records.	AccountingandBillingPrintFormatterPrintSalesInvoice Changes
Accounting and Billing - Run Integration Rule	Autogenerated 2nd level Accounting and Billing - Run Integration Rule	AccountingandBillingRunIntegrationRule Changes
Accounting and Billing - Run Integration Rule - Sales Invoice	Create and post sales invoices by running the integration rule.	AccountingandBillingRunIntegrationRuleSalesInvoice Changes
Accounting and Billing - Sales Invoice	Autogenerated 2nd level Accounting and Billing - Sales Invoice	AccountingandBillingSalesInvoice Changes
Accounting and Billing - Sales Invoice - Amend	Amend all sales invoices and sales invoice line items, including payment schedule sales invoices and sales invoice line items.	AccountingandBillingSalesInvoiceAmend Changes
Accounting and Billing - Sales Invoice - Convert to Credit Note	Convert all sales invoices, payment schedule, income schedule sales invoices, and sales invoice line items into credit note and credit note line items.	AccountingandBillingSalesInvoiceCreditNote Changes
Accounting and Billing - Sales Invoice - Discard	Discard sales invoice line items, installment line items, and income schedule sales invoice line items.	AccountingandBillingSalesInvoiceDiscard Changes
Accounting and Billing - Sales Invoice - Edit	Edit sales invoices, payment schedule, and income schedule sales invoices. It also includes permissions to manage sales invoice line items.	AccountingandBillingSalesInvoiceEdit Changes
Accounting and Billing - Sales Invoice - Hold or Release Collection	Place sales invoices on hold or release for collections.	AccountingandBillingSalesInvoiceHoldReleaseCollection Changes
Accounting and Billing - Sales Invoice - Manage Recurring Invoices	Save and post recurring invoices.	AccountingandBillingSalesInvoiceRecurringInvoiceSaveandPost Changes
Accounting and Billing - Sales Invoice - Post	Post all sales invoices, payment schedule, and income schedule sales invoices.	AccountingandBillingSalesInvoicePost Changes
Accounting and Billing - Sales Invoice - Print	Print or email all sales invoices and sales invoice line items.	AccountingandBillingSalesInvoicePrint Changes
Accounting and Billing - Sales Invoice - Read Access	View all relevant records for sales invoices.	AccountingandBillingSalesInvoiceReadAccess Changes
Accounting and Billing - Sales Invoice - Save	Save sales invoices, payment schedule, and income schedule sales invoices. It also includes permissions to manage sales invoice line items.	AccountingandBillingSalesInvoiceSave Changes
Accounting and Billing - Sales Invoice - Save Recurring Invoices	Save recurring invoices.	AccountingandBillingSalesInvoiceRecurringInvoiceSave Changes
Accounting and Billing - Tax Code	Autogenerated 2nd level Accounting and Billing - Tax Code	AccountingandBillingTaxCode Changes
Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable	Calculate tax using Avalara AvaTax for sales invoices and sales credit notes.	AccountingandBillingTaxCodeAvalara Changes
Accounting and Billing - Tax Code - Read Access	View all relevant records for tax codes and tax rates.	AccountingandBillingTaxCodeReadAccess Changes
Accounting and Billing - XL	Autogenerated 2nd level Accounting and Billing - XL	AccountingandBillingXL Changes
Accounting and Billing - XL - Sales Invoices Document Input	Create and post sales invoice documents.	AccountingandBillingXLSalesInvoicesDocumentInput Changes
Accounting and Billing - XL - Sales Invoices Report	Retrieve sales invoices documents and view reports.	AccountingandBillingXLSalesInvoiceReport Changes
Accounting and Billing Read Access	Autogenerated 1st level Accounting and Billing Read Access	AccountingandBillingReadAccess Changes
Analytics and Financial Statements Read Access	Accounting Objects and Account Field Permissions	AnalyticsandFinancialStatementsReadAccess Changes
Data Archiving	Autogenerated 1st level Data Archiving	DataArchiving Changes
Data Archiving - Archiving		DataArchivingArchiving Changes
Data Archiving - Archiving - Read Access		DataArchivingArchivingReadAccess Changes
Data Archiving Read Access	Autogenerated 1st level Data Archiving Read Access	DataArchivingReadAccess Changes
FM Community	Autogenerated 1st level FM Community	FMCommunity Changes
FM Community - Sales Invoice		FMCommunitySalesInvoice Changes

Updates to Permission Set Labels

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