List of Permission Sets

Here is a list of the default permission sets supplied with FinancialForce Foundations.

Additional permission sets may be available when enabling features in Feature Console. For more information, see the Help topics for the feature you want to enable.

Level	Permission Set Name	Description	Object Permissions	Apex Page Permission	Application
1	FDN Common Concepts	Automatically generated level 1 permission set that provides access to all associated level 2 and level 3 FDN Common Concepts permissions.	Analysis Item Read Create Edit Delete Billing Document Read Create Edit Delete Billing Document Line Item Read Create Edit Delete Company Read Create Edit Delete Company Credit Terms Read Create Edit Delete Company Tax Information Read Create Edit Delete Exchange Rate Entry Read Create Edit Exchange Rate Group Read Create Edit Delete Exchange Rate History Read Scheduled Job Read Create Edit Scheduled Job Log Read Create Edit Scheduled Job Run Read Create Edit Tax Code Read Create Edit Delete Tax Rate Read Create Edit Delete	AccountBillingAddressValidation TaxRateHelp TaxCodeHelp HelpLoader ExchangeRatesHelp ExchangeRatesScheduledJob ExchangeRateHistoryHelp ExchangeRates ExchangeRateGroupHelp ErpCurrencies CompanyTaxInformationHelp CompanyCreditTermsHelp CompanyHelp BillingDocumentsCalculateTaxHelp CompanyAddressValidation BillingDocumentLineItemHelp BillingDocumentsCalculateTax BillingDocumentCalculateTaxHelp BillingDocumentHelp AssignTaxInformationToCompaniesHelp BillingDocumentCalculateTax AnalysisMappingsHelp AssignTaxInformationToCompanies AnalysisItemHelp AnalysisMappings AccountShippingAddressValidation	Foundations Core Concepts Currency & Exchange Rates
2	FDN Common Concepts - Account	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Account permissions.		AccountBillingAddressValidation AccountShippingAddressValidation
3	FDN Common Concepts - Account - Address	Validate addresses on accounts.		AccountBillingAddressValidation AccountShippingAddressValidation
2	FDN Common Concepts - Analysis Item	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Analysis Item permissions.	Analysis Item Read Create Edit Delete	AnalysisItemHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Analysis Item - Delete	Delete analysis items.	Analysis Item Read Edit Delete	AnalysisItemHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Analysis Item - Edit	Edit analysis items.	Analysis Item Read Create Edit	AnalysisItemHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Analysis Item - Read	View analysis items.	Analysis Item Read	AnalysisItemHelp HelpLoader	Foundations Core Concepts
2	FDN Common Concepts - Analysis Mappings	View analysis mappings. If assigned to a user with the Customize Application and Modify Metadata system permissions, the user can manage analysis mappings.		AnalysisMappingsHelp AnalysisMappings HelpLoader
2	FDN Common Concepts - Billing Documents	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Billing Documents permissions.	Analysis Item Read Billing Document Read Create Edit Delete Billing Document Line Item Read Create Edit Delete Company Read Company Tax Information Read Scheduled Job Read Create Edit Scheduled Job Log Read Create Edit Scheduled Job Run Read Create Edit Tax Code Read Tax Rate Read	BillingDocumentCalculateTax AnalysisItemHelp BillingDocumentsCalculateTaxHelp HelpLoader BillingDocumentLineItemHelp BillingDocumentsCalculateTax BillingDocumentCalculateTaxHelp BillingDocumentHelp	Foundations Core Concepts
3	FDN Common Concepts - Billing Documents - Calculate Tax	Calculate tax on billing documents.	Analysis Item Read Billing Document Read Billing Document Line Item Read Edit Company Read Company Tax Information Read Scheduled Job Read Create Edit Scheduled Job Log Read Create Edit Scheduled Job Run Read Create Edit Tax Code Read Tax Rate Read	BillingDocumentCalculateTax AnalysisItemHelp BillingDocumentsCalculateTaxHelp HelpLoader BillingDocumentLineItemHelp BillingDocumentsCalculateTax BillingDocumentCalculateTaxHelp BillingDocumentHelp	Foundations Core Concepts
3	FDN Common Concepts - Billing Documents - Delete	Delete billing documents and tax breakdown details.	Analysis Item Read Billing Document Read Edit Delete Billing Document Line Item Read Edit Delete	AnalysisItemHelp HelpLoader BillingDocumentLineItemHelp BillingDocumentHelp	Foundations Core Concepts
3	FDN Common Concepts - Billing Documents - Edit	Edit billing documents and tax breakdown details.	Analysis Item Read Billing Document Read Create Edit Billing Document Line Item Read Create Edit Delete	AnalysisItemHelp HelpLoader BillingDocumentLineItemHelp BillingDocumentHelp	Foundations Core Concepts
3	FDN Common Concepts - Billing Documents - Read	View billing documents and tax breakdown details.	Analysis Item Read Billing Document Read Billing Document Line Item Read	AnalysisItemHelp HelpLoader BillingDocumentLineItemHelp BillingDocumentHelp	Foundations Core Concepts
2	FDN Common Concepts - Company	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Company permissions.	Company Read Create Edit Delete	CompanyHelp CompanyAddressValidation HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company - Delete	Delete companies and company sites.	Company Read Edit Delete	CompanyHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company - Edit	Edit companies and company sites.	Company Read Create Edit	CompanyHelp CompanyAddressValidation HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company - Read	View companies and company sites.	Company Read	CompanyHelp HelpLoader	Foundations Core Concepts
2	FDN Common Concepts - Company Credit Terms	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Company Credit Terms permissions.	Company Read Company Credit Terms Read Create Edit Delete	CompanyCreditTermsHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Credit Terms - Delete	Delete company credit terms.	Company Read Company Credit Terms Read Edit Delete	CompanyCreditTermsHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Credit Terms - Edit	Edit company credit terms.	Company Read Company Credit Terms Read Create Edit	CompanyCreditTermsHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Credit Terms - Read	View companies and company credit terms.	Company Read Company Credit Terms Read	CompanyCreditTermsHelp HelpLoader	Foundations Core Concepts
2	FDN Common Concepts - Company Tax Information	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Company Tax Information permissions.	Company Read Edit Company Tax Information Read Create Edit Delete	AssignTaxInformationToCompaniesHelp AssignTaxInformationToCompanies CompanyTaxInformationHelp CompanyHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Tax Information - Assign To Company	Assign company tax information to companies.	Company Read Edit Company Tax Information Read	AssignTaxInformationToCompaniesHelp AssignTaxInformationToCompanies CompanyTaxInformationHelp CompanyHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Tax Information - Delete	Delete company tax information.	Company Tax Information Read Edit Delete	CompanyTaxInformationHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Tax Information - Edit	Edit company tax information.	Company Tax Information Read Create Edit	CompanyTaxInformationHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Company Tax Information - Read	View company tax information.	Company Tax Information Read	CompanyTaxInformationHelp HelpLoader	Foundations Core Concepts
2	FDN Common Concepts - Exchange Rate Currencies	View active currencies in FDN. If assigned to a user with the Customize Application and Modify Metadata system permissions, the user can activate FDN currencies.	Exchange Rate Group Read	ErpCurrencies	Currency & Exchange Rates
2	FDN Common Concepts - Exchange Rate Entry	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Exchange Rate Entry permissions.	Exchange Rate Entry Read Create Edit Exchange Rate Group Read	ExchangeRatesHelp ExchangeRates HelpLoader	Currency & Exchange Rates
3	FDN Common Concepts - Exchange Rate Entry - Edit	Edit exchange rate entries.	Exchange Rate Entry Read Create Edit Exchange Rate Group Read	ExchangeRatesHelp ExchangeRates HelpLoader	Currency & Exchange Rates
3	FDN Common Concepts - Exchange Rate Entry - Read	View exchange rate entries.	Exchange Rate Entry Read Exchange Rate Group Read	ExchangeRatesHelp ExchangeRates HelpLoader	Currency & Exchange Rates
2	FDN Common Concepts - Exchange Rate Group	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Exchange Rate Group permissions.	Exchange Rate Group Read Create Edit Delete	ExchangeRateGroupHelp HelpLoader	Currency & Exchange Rates
3	FDN Common Concepts - Exchange Rate Group - Delete	Delete exchange rate groups.	Exchange Rate Group Read Edit Delete	ExchangeRateGroupHelp HelpLoader	Currency & Exchange Rates
3	FDN Common Concepts - Exchange Rate Group - Edit	Edit exchange rate groups.	Exchange Rate Group Read Create Edit	ExchangeRateGroupHelp HelpLoader	Currency & Exchange Rates
3	FDN Common Concepts - Exchange Rate Group - Read	View exchange rate groups.	Exchange Rate Group Read	ExchangeRateGroupHelp HelpLoader	Currency & Exchange Rates
2	FDN Common Concepts - Exchange Rate History	View the history of exchange rates.	Exchange Rate History Read	ExchangeRateHistoryHelp HelpLoader	Currency & Exchange Rates
2	FDN Common Concepts - Exchange Rate Updates	View the settings for the Update Exchange Rates scheduled job. If assigned to a user with the Customize Application system permission, the user can edit the settings.	Exchange Rate Group Read	ExchangeRatesScheduledJob HelpLoader	Currency & Exchange Rates
2	FDN Common Concepts - Tax	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Tax permissions.	Tax Code Read Create Edit Delete Tax Rate Read Create Edit Delete	TaxRateHelp TaxCodeHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Tax - Delete	Delete tax codes.	Tax Code Read Edit Delete Tax Rate Read Edit Delete	TaxRateHelp TaxCodeHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Tax - Edit	Edit tax codes.	Tax Code Read Create Edit Tax Rate Read Create Edit	TaxRateHelp TaxCodeHelp HelpLoader	Foundations Core Concepts
3	FDN Common Concepts - Tax - Read	View tax codes.	Tax Code Read Tax Rate Read	TaxRateHelp TaxCodeHelp HelpLoader	Foundations Core Concepts
1	FDN Common Concepts Admin	Automatically generated level 1 permission set that provides access to all associated level 2 FDN Common Concepts Admin permissions.		TaxCalculationSettings
2	FDN Common Concepts Admin - Tax	Edit tax calculation settings.		TaxCalculationSettings
1	FDN Core	Automatically generated level 1 permission set that provides access to all associated level 2 FDN Core permissions.	Billing Document Read View All Billing Document Line Item Read View All Chunk Read Company Read View All Data Transformation Read Create Edit Delete View All Data Transformation Table Read Create Edit Delete View All Declarative Publication Node Read Create Edit Delete View All Declarative Subscription Custom Mapping Read Create Edit Delete View All Delivery Read Edit View All Foundations Batch Process Read Create Edit Delete Foundations Batch Process Detail Read Create Edit Delete Message Read Create View All Message Type Read Create Edit View All Proxy Read Create Edit Delete View All Publication Read Create Edit Delete View All Modify All Registered Product Read Create Edit View All Scheduled Job Read Create Edit Delete View All Scheduled Job Log Read Create Edit Delete View All Scheduled Job Run Read Create Edit Delete View All Subscription Read Create Edit Delete View All Modify All Test Mode Publication Read Create Edit Delete Test Mode Subscription Read Create Edit Delete	MessagingMessageHelp MessagingPublication MessageTypeListExport MessagingDeliveryHelp TestPublicationHelp MessageTypeExport MessageTypeHelp ImportHelp SubscriptionCloneConfirmation MessageType Import SubscriptionActivateLinkControl ImportConfirmation SubscriptionActivateLinkControlHelp HelpLoader ScheduledJobRunHelp ExportHelp ScheduledJobHelp ExportFile Retry Export RetrySingle PublicationActivateLinkControlHelp PublicationCloneConfirmation PublicationActivateLinkControl NewSubscription ErpProductHelp NewPublication ErpMessaging MessagingSubscriptionHelp MessagingSubscriptionListExport DataTransformationTableHelp MessagingSubscriptionExport MessagingSubscription DataTransformationHelp MessagingPublicationListExport MessagingPublicationHelp TestSubscriptionHelp MessagingPublicationExport	Foundations Administration
2	FDN Core - Administrator	Configure messaging and scheduled jobs in Foundations.	Chunk Read Data Transformation Read Create Edit Delete Data Transformation Table Read Create Edit Delete Declarative Publication Node Read Create Edit Delete Declarative Subscription Custom Mapping Read Create Edit Delete Delivery Read Edit Foundations Batch Process Read Create Edit Delete Foundations Batch Process Detail Read Create Edit Delete Message Read Create View All Message Type Read Create Edit View All Proxy Read Create Edit Delete Publication Read Create Edit Delete View All Registered Product Read Create Edit View All Scheduled Job Read Create Edit Delete Scheduled Job Log Read Create Edit Delete Scheduled Job Run Read Create Edit Delete Subscription Read Create Edit Delete View All Test Mode Publication Read Create Edit Delete Test Mode Subscription Read Create Edit Delete	MessagingMessageHelp MessagingPublication MessageTypeListExport MessagingDeliveryHelp TestPublicationHelp MessageTypeExport MessageTypeHelp ImportHelp SubscriptionCloneConfirmation MessageType Import SubscriptionActivateLinkControl ImportConfirmation SubscriptionActivateLinkControlHelp HelpLoader ScheduledJobRunHelp ExportHelp ScheduledJobHelp ExportFile Retry Export RetrySingle PublicationActivateLinkControlHelp PublicationCloneConfirmation PublicationActivateLinkControl NewSubscription ErpProductHelp NewPublication ErpMessaging MessagingSubscriptionHelp MessagingSubscriptionListExport DataTransformationTableHelp MessagingSubscriptionExport MessagingSubscription DataTransformationHelp MessagingPublicationListExport MessagingPublicationHelp TestSubscriptionHelp MessagingPublicationExport	Foundations Administration
3	FDN Core - Analytics - Read	View data for Foundations objects that are associated with Business Analytics. This permission set is for use with the Analytics Integration User profile.	Billing Document Read View All Billing Document Line Item Read View All Company Read View All
2	FDN Core - Obsolete Flag	Make publications and subscriptions obsolete.	Data Transformation Read View All Data Transformation Table Read View All Declarative Publication Node Read View All Declarative Subscription Custom Mapping Read View All Message Type Read View All Proxy Read View All Publication Read Edit Delete View All Modify All Registered Product Read View All Subscription Read Edit Delete View All Modify All	MessagingMessageHelp MessagingPublication MessagingSubscriptionHelp MessagingDeliveryHelp TestPublicationHelp DataTransformationTableHelp MessageTypeHelp MessagingSubscription DataTransformationHelp HelpLoader MessagingPublicationHelp ScheduledJobRunHelp ScheduledJobHelp TestSubscriptionHelp ErpProductHelp	Foundations Administration
2	FDN Core - Read Only	View Foundations messaging and scheduled jobs.	Data Transformation Read View All Data Transformation Table Read View All Delivery Read View All Message Read View All Message Type Read View All Publication Read View All Registered Product Read View All Scheduled Job Read View All Scheduled Job Log Read View All Scheduled Job Run Read View All Subscription Read View All	MessagingMessageHelp ErpMessaging MessagingPublication MessagingSubscriptionHelp MessagingDeliveryHelp TestPublicationHelp DataTransformationTableHelp MessageTypeHelp MessagingSubscription DataTransformationHelp HelpLoader MessagingPublicationHelp ScheduledJobRunHelp ScheduledJobHelp TestSubscriptionHelp ErpProductHelp	Foundations Administration
1	FDN Feature Console	Enable and disable features. We recommend you also use the Salesforce System Administrator profile to enable and disable features.	Feature Enablement Log Read Create Edit Delete	FeatureConsoleHelpLoader HelpLoader FeatureConsoleDetail FeatureConsoleHelp FeatureConsole
1	FDN Sequencing	Run sequencing on records visible to you.		RunSequencing RunSequencingHelp
1	FDN User Management	Enable and disable features. We recommend you also use the Salesforce System Administrator profile to enable and disable features.	Foundations Batch Process Read Create Edit Delete Foundations Batch Process Detail Read Create Edit Delete Scheduled Job Read Create Edit Delete Scheduled Job Log Read Create Edit Delete Scheduled Job Run Read Create Edit Delete User Information Read Create Edit Delete User Information Assignment Read Create Edit Delete	ErpMessaging EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader ScheduledJobHelp	User Management
2	FDN User Management - User Information	Automatically generated level 2 permission set that provides access to all associated level 3 FDN User Management - User Information permissions.	Foundations Batch Process Read Create Edit Delete Foundations Batch Process Detail Read Create Edit Delete Scheduled Job Read Create Edit Delete Scheduled Job Log Read Create Edit Delete Scheduled Job Run Read Create Edit Delete User Information Read Create Edit Delete User Information Assignment Read Create Edit Delete	ErpMessaging EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader ScheduledJobHelp	User Management
3	FDN User Management - User Information - Create Users	Use the User Management app.	Foundations Batch Process Read Create Edit Delete Foundations Batch Process Detail Read Create Edit Delete Scheduled Job Read Create Edit Delete Scheduled Job Log Read Create Edit Delete Scheduled Job Run Read Create Edit Delete User Information Read Create Edit User Information Assignment Read Create Edit	ErpMessaging EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader ScheduledJobHelp	User Management
3	FDN User Management - User Information - Delete	Delete user information.	User Information Read Edit Delete User Information Assignment Read Edit Delete	EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader	User Management
3	FDN User Management - User Information - Edit	Edit user information.	User Information Read Create Edit User Information Assignment Read Create Edit	EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader	User Management
3	FDN User Management - User Information - Read	View user information.	User Information Read User Information Assignment Read	EditUserInformationAssignment UserInformationHelp EditUserInformation NewUserInformationAssignment UserInformationAssignmentHelp NewUserInformation HelpLoader	User Management