Permissions for the Sync Projects to Dimension 4 Records Flow

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

Note:

This only applies to the default flow when projects are synced to dimension 4 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 - Crate Projects Enables users to view, create, and edit projects.
PSA – Accounting - Sync Projects to Dimension 4 Records

Enables users to:

  • View and edit fields that PSA – Accounting Connector adds to the Project object.
  • To automatically create and update dimension 4 records from projects.

The following object permissions are relevant.

Object Permissions

Object

Access

Mandatory
Project

Create

Read

Edit

 Yes
Dimension 4 Read [Optional] Only required to view the dimension 4 record linked to the project.

The following tab access is required.

Tab Access

Tab

Access

Mandatory
Projects Available Required to access the Project list view and record page.

The following field permissions are relevant.

Field Permissions

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.

The following custom permissions are required.

Custom Permission

Custom Permission

Access

Mandatory

c2g.Manage Supporting Records without an Accounting License

 Enabled Yes