Permissions for the Sync Regions to Dimension 1 Records Integration
Professional Services CloudERP Cloud
These permissions are for running the Sync Regions to Dimension 1 Records integration flow.
Permission Sets
The following permission sets contain all the standard permissions that are detailed in this topic.
|
Permission Sets |
Description |
|---|---|
| PSA - Manage Configuration | Enables users to view, create, edit, and delete regions. |
| SRP - Sync Regions to Dimension 1 Records |
Enables users to:
|
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Region |
Create Read Edit |
Yes |
| Dimension 1 | Read | [Optional] Only required to view the dimension 1 record linked to the region. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Regions | Available | Required to access the Region list view and record page. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Region | Region Name | Edit | Yes |
| Accounting Reporting Code | Edit | [Optional] Only required to customize the reporting code. When this is left blank, it automatically populates from the region name, truncated to 24 characters. | |
| Dimension 1 | View | [Optional] Only required to view the dimension 1 record linked to the region. | |
| Edit | [Optional] Only required for manually correlating existing regions and dimensions. | ||
| Dimension 1 | Region | View | [Optional] Only required to view the region linked to the dimension 1 record. |
Custom Permissions
The following custom permissions are required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
|
c2g.Manage Supporting Records without an Accounting License |
Enabled | Yes |