Permissions for the Sync Projects to Dimension 4 Records Integration
Professional Services CloudERP Cloud
These permissions are for running the Sync Projects to Dimension 4 Records integration flow.
Permission Sets
The following permission sets contain all the standard permissions that are detailed in this topic.
|
Permission Sets |
Description |
|---|---|
| PSA - Crate Projects | Enables users to view, create, and edit projects. |
| SRP - Sync Projects to Dimension 4 Records |
Enables users to:
|
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Project |
Create Read Edit |
Yes |
| Dimension 4 | Read | [Optional] Only required to view the dimension 4 record linked to the project. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Projects | Available | Required to access the Project list view and record page. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Project | Project Name | Edit | Yes |
| Dimension 4 | View | [Optional] Only required to view the dimension 4 record linked to the project. | |
| Edit | [Optional] Only required for manually correlating existing projects and dimensions. | ||
| Dimension 4 | Project | View | [Optional] Only required to view the project linked to the dimension 4 record. |
Custom Permissions
The following custom permissions are required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
|
c2g.Manage Supporting Records without an Accounting License |
Enabled | Yes |