Custom Object Permissions Checklist

The basic custom object permissions are Read, Create, Edit and Delete.

The following lists record some important custom permissions to act as a checklist. They are not complete. For a complete record of recommended permissions, see the sample user profiles contained within the Accounting managed package.

Accountant

All custom objects, except those deprecated: RCED

Cash Entry Clerk

Bank Reconciliations: RCED

Bank Reconciliation Charges: RCED

Bank Reconciliation Line Items: RCED

Bank Statements: RCED

Bank Statement Definitions: RCED

Bank Statement Line Items: RCED

Budgets and Balances: RCED

Cash Entries: RCE

Cash Entry Line Items: RCED

Cash Matching Histories: RCE

Check Numbers: RC

Check Ranges: RCED

Companies: RE

Dimensions: R

Event Logs: RC

Finance Correspondence: RCED

Integration Rule Line Items: R

Integration Rules: R

Journal Line Items: RCE

Journals: RCE

Lookups: RCED

Matching References: RC

Payment Details: RCED

Payment Media Controls: RCED

Payment Media Details: RCED

Payment Media Summaries: RCED

Payments History: RCED

Payments: RCED

Transaction Line Items: RCE

Transactions: RCE

Payables Clerk

Bank Reconciliation Charges: RCED

Bank Reconciliation Line Items: RCED

Bank Reconciliations: RCED

Budgets and Balances: RCED

Dimensions: R

Event Logs: RC

Finance Correspondence: RCED

Integration Rule Line Items: RCED

Integration Rules: RCED

Journal Line Items: R

Journals: R

Lookups: RCED

Payable Credit Note Expense Line Items: RCED

Payable Credit Note Line Items: RCED

Payable Credit Notes: RCE

Payable Invoice Expense Line Items: RCED

Payable Invoice Line Items: RCED

Payable Invoices: RCE

Transaction Line Items: RCE

Transactions: RCE

Sales Invoicing Clerk

Bank Reconciliation Charges: RCED

Bank Reconciliation Line Items: RCED

Bank Reconciliations: RCED

Budgets and Balances: RCED

Dimensions: RC

Event Logs: RC

Finance Correspondence: RCED

Grouping References: RCE

Inc Schedule Staging Jnls: RCED

Inc Schedule Staging Line Items: RCED

Integration Rules: R

Integration Rule Line Items: R

Journal Line Items: RCE

Journals: RCE

Sales Credit Note Line Items: RCED

Sales Credit Notes: RCE

Sales Invoice Installment Line Items: RCED

Sales Invoice Line Items: RCED

Sales Invoices: RCE

Sales Schedule Line Items: RCED

Transaction Line Items: RCE

Transactions: RCE

Note: Note

When testing your configuration settings and data setup, remember to switch to a user with standard accountant-level permissions or equivalent.

Do not test, or otherwise enter data into, the application while logged in as System Administrator. Also note that the same restriction applies to any profile with "Modify All" and "View All" object settings.