Roles and Permissions for Bank Feeds
Only roles with Administrator access or custom roles with Financial Institution Records permission can set up bank feeds integration.
To access the Bank Feeds Format Profile pages and successfully import transactions using custom roles, you must set the following permissions:
Subtab |
Permission |
Level |
---|---|---|
Lists |
Certificate Access |
View |
Lists |
Custom Record Entries |
Create |
Lists |
Documents and Files |
View |
Setup |
Custom Lists |
View |
For a list of permissions to access the necessary records and forms to use Bank Feeds, see Permissions for Banking Features.