Roles and Permissions for Brazil Localization
To access the Brazil Localization SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see Brazil Localization.
Access to the custom records and transactions provided by the Brazil Localization SuiteApp requires specific permissions. By default, the Administrator role is granted full permissions to the custom records and transactions. The SuiteApp also grants access to selected custom transactions for the A/P Clerk and A/R Clerk roles. If other roles need to view, access, or edit the custom records, an administrator can grant permission to the roles.
See the following table for more information about the default permissions granted with the Brazil Localization SuiteApp.
|
Role |
Category |
Permission |
Access Level |
|---|---|---|---|
|
Administrator |
Custom Record |
Additional Information Preset |
Full |
|
Administrator |
Custom Record |
BACEN Country Code |
Full |
|
Administrator |
Custom Record |
Bank in Brazil |
Full |
|
Administrator |
Custom Record |
Banking Information |
Full |
|
Administrator |
Custom Record |
Bank Security Type |
Full |
|
Administrator |
Custom Record |
Billing Instruction |
Full |
|
Administrator |
Custom Record |
Billing Portfolio |
Full |
|
Administrator |
Custom Record |
Brazil States |
Full |
|
Administrator |
Custom Record |
CEST Code |
Full |
|
Administrator |
Custom Record |
CNAB Central Clearing House |
Full |
|
Administrator, A/P Clerk, A/R Clerk |
Custom Record |
CNAB Delivery File |
Full |
|
Administrator |
Custom Record |
CNAB Purpose of the DOC Transfer |
Full |
|
Administrator |
Custom Record |
CNAB Purpose of the TED Transfer |
Full |
|
Administrator |
Custom Record |
CNAB Return File |
Full |
|
Administrator |
Custom Record |
CNAB Return Occurrence Code |
Full |
|
Administrator |
Custom Record |
CNAB Type of Payment |
Full |
|
Administrator |
Custom Record |
CNAB Type of Service |
Full |
|
Administrator |
Custom Record |
CNAE Code |
Full |
|
Administrator |
Custom Record |
Delivery File Log |
Full |
|
Administrator |
Custom Record |
Estimated Taxes |
Full |
|
Administrator, A/P Clerk, A/R Clerk |
Custom Record |
Fine and Interest Creation Request |
Full |
|
Administrator |
Custom Record |
GNRE Revenue Breakdown |
Full |
|
Administrator |
Custom Record |
GNRE Revenue Code |
Full |
|
Administrator |
Custom Record |
GNRE Revenue Information |
Full |
|
Administrator |
Custom Record |
GNRE Subsidiary Preferences |
Full |
|
Administrator |
Custom Record |
IPI Legal Framing Code |
Full |
|
Administrator |
Custom Record |
Number Voiding Request |
Full |
|
Administrator |
Custom Record |
Number Voiding Process |
Full |
|
Administrator |
Custom Record |
Parameter Type Alias Mapping |
Full |
|
Administrator |
Custom Record |
Pix Preferences |
Full |
|
Administrator |
Custom Record |
Purpose of the Transaction Nature |
Full |
|
Administrator |
Custom Record |
Return File Log |
Full |
|
Administrator |
Custom Record |
Return File Occurrence |
Full |
|
Administrator |
Custom Record |
Subsidiary Tax Substitute Registration |
Full |
|
Administrator |
Custom Record |
Tax Alias Mapping |
Full |
|
Administrator |
Custom Record |
Term Custom Fields |
Full |
|
Administrator |
Custom Record |
Transaction Enablement for CNAB |
Full |
|
Administrator |
Custom Record |
Transaction Nature |
Full |
|
Administrator |
Custom Record |
Vendor Payment Preferences |
Full |
|
Administrator |
Custom Record |
Vendor Tax Substitution Registration |
Full |
|
Administrator, A/R Clerk |
Custom Transaction |
Correction Letter |
Full |
|
Administrator, A/P Clerk, A/R Clerk |
Custom Transaction |
Cancellation Journal |
Full |
|
Administrator, A/P Clerk, A/R Clerk |
Custom Transaction |
Delivery Journal |
Full |
|
Administrator, A/R Clerk |
Custom Transaction |
E-Document Cancellation |
Full |
|
Administrator, A/R Clerk |
Custom Transaction |
Fine and Interest on Sales |
Full |
|
Administrator, A/P Clerk |
Custom Transaction |
Fine and Interest on Purchases |
Full |
|
Administrator, A/R Clerk |
Custom Transaction |
Goods Return |
Full |
|
Administrator, A/P Clerk |
Custom Transaction |
Import Bill |
Full |
|
Administrator, A/P Clerk |
Custom Transaction |
Inbound Delivery |
Full |
|
Administrator, A/R Clerk |
Custom Transaction |
Outbound Delivery |
Full |
If a role needs to generate and certify e-documents with Brazil Localization, grant the role the following permissions:
|
Category |
Permission |
Access Level |
|---|---|---|
|
Custom Record |
E-Document Series |
View |
|
Custom Record |
Special Tax Regime on Simples Nacional |
View |
|
Custom Record |
Tax Assessment on Simples Nacional |
View |
If a role needs to create or edit transactions for Brazil, grant the role the following permissions:
|
Category |
Permission |
Access Level |
|---|---|---|
|
Custom Record |
Additional Information Preset |
View |
|
Custom Record |
Transaction Nature |
View |
|
Setup |
Accounting Preferences |
Full |
If a role needs to import CNAB return files, grant the role the following permissions:
|
Category |
Permission |
Access Level |
|---|---|---|
|
Custom Record |
Banking Information |
View |
|
Custom Record |
Bank in Brazil |
View |
|
Lists |
Documents and Files |
View |