Permissions for the Sync Regions to Dimension 1 Records Flow
These permissions are for running the Sync Regions to Dimension Records 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. |
PSA – Accounting - 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 |