Roles and Permissions for Brazil Banking Integration
Access to the custom records provided by the Brazil Banking Integration SuiteApp requires specific permissions. By default, the Administrator role is granted full permissions to the custom records. If other roles need to view, access, or edit the custom records, an administrator can grant permission to those roles.
|
Role |
Category |
Permission |
Access Level |
|---|---|---|---|
|
Administrator |
Custom Record |
Additional Bank Account Information |
Full |
|
Administrator |
Custom Record |
Bank |
Full |
|
Administrator |
Custom Record |
Bank Account Details |
Full |
|
Administrator |
Custom Record |
Bank Account Key |
Full |
|
Administrator |
Custom Record |
Bank Connection |
Full |
|
Administrator |
Custom Record |
Bank Connection Setting |
Full |
|
Administrator |
Custom Record |
Bank Identification Information |
Full |
|
Administrator |
Custom Record |
Banking API |
Full |
|
Administrator |
Custom Record |
Banking API Operation |
Full |
|
Administrator |
Custom Record |
Banking API Transaction Mapping |
Full |
|
Administrator |
Custom Record |
Banking API URL |
Full |
|
Administrator |
Custom Record |
Banking Integration Preferences |
Full |
|
Administrator |
Custom Record |
Banking Integration Request |
Full |
|
Administrator |
Custom Record |
Banking Integration Request Log |
Full |
|
Administrator |
Custom Record |
Connected Bank Account |
Full |
|
Administrator |
Custom Record |
Connected Banking API |
Full |
|
Administrator |
Custom Record |
Custom Field for Banking |
Full |
|
Administrator |
Custom Record |
Type of Bank Account |
Full |
|
Administrator |
Custom Record |
Type of Bank Account Key |
Full |
|
Administrator |
Custom Record |
Type of Banking API Operation |
Full |
If a role needs to create bank account details records, grant the role the following permissions:
|
Category |
Permission |
Access Level |
|---|---|---|
|
Custom Record |
Bank Account Details |
Full |
|
Custom Record |
Banking Integration Preferences |
View |
Roles that leverage the Brazil Banking Integration SuiteApp bank statement importing capabilities also need permissions to use banking features. For more information, see Permissions for Banking Features.