Permissions for the Sync Practices to Dimension 2 Records Flow

These permissions are for running the Sync Practices to Dimension Records flow.

Note:

This only applies to the default flow when practices are synced to dimension 2 records. If you change the default behavior, you might need to create your own permission sets.

The following permission sets contain all the standard permissions that are detailed in this topic.

Permission Sets

Permission Sets

Description
PSA - Manage Configuration Enables users to view, create, edit, and delete practices.
PSA – Accounting - Sync Practices to Dimension 2 Records

Enables users to:

  • View and edit fields that PSA – Accounting Connector adds to the Practice object.
  • Automatically create and update dimension 2 records from practices.

The following object permissions are relevant.

Object Permissions

Object

Access

Mandatory
Practice

Create

Read

Edit

 Yes
Dimension 2 Read [Optional] Only required to view the dimension 2 record linked to the practice.

The following tab access is required.

Tab Access

Tab

Access

Mandatory
Practices Available Required to access the Practice list view and record page.

The following field permissions are relevant.

Field Permissions

Object

Field

Access

Mandatory
Practice Practice 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 practice name, truncated to 24 characters.
Dimension 2 View [Optional] Only required to view the dimension 2 record linked to the practice.
Edit [Optional] Only required for manually correlating existing practices and dimensions.
Dimension 2 Practice View [Optional] Only required to view the practice linked to the dimension 2 record.

The following custom permissions are required.

Custom Permission

Custom Permission

Access

Mandatory

c2g.Manage Supporting Records without an Accounting License

 Enabled Yes