Default Permissions for Brazil Banking Integration

Brazil Banking Integration includes the following custom roles:

• A/P Clerk for Banking Integration – To create purchase transactions and process accounts payable payments.

• A/P Approver for Banking Integration – To approve batches of accounts payable payments.

  Important:

  The custom roles have all the required permissions to perform the described tasks. However, if you use Brazil Banking Integration with other SuiteApps, you may also need to grant additional SuiteApp-related permissions.

The SuiteApp also grants permissions to standard roles by default. The following table lists all the permissions granted by Brazil Banking Integration:

Role	Subtab	Permission	Access Level	Description
Administrator	Custom Record	Additional Bank Account Information	Full	View, create, edit, or delete additional information about bank accounts.
A/P Clerk for Banking Integration	Custom Record	Additional Bank Account Information	View	View additional information about bank accounts.
Administrator	Custom Record	A/P Approval Decision	Full	Create messages about approved or rejected batches of accounts payable payments.
A/P Approver for Banking Integration	Custom Record	A/P Approval Decision	Full	Create messages about approved or rejected batches of accounts payable payments.
Administrator	Custom Record	A/P Approval Log	Full	View logs with details about the accounts payable approval process.
A/P Approver for Banking Integration	Custom Record	A/P Approval Log	View	View logs with details about the accounts payable approval process.
A/P Clerk for Banking Integration	Custom Record	A/P Approval Log	View	View logs with details about the accounts payable approval process.
Administrator	Custom Record	A/P Approval Setup	Full	View, create, edit, or delete settings for approving batches of accounts payable payments.
A/P Approver for Banking Integration	Custom Record	A/P Approval Setup	View	View the settings for approving batches of accounts payable payments.
A/P Clerk for Banking Integration	Custom Record	A/P Approval Setup	View	View the settings for approving batches of accounts payable payments.
Administrator	Custom Record	A/P Automation Batch	Full	View batches of operations for the automation of accounts payable.
A/P Approver for Banking Integration	Custom Record	A/P Automation Batch	View	View batches of operations for the automation of accounts payable.
A/P Clerk for Banking Integration	Custom Record	A/P Automation Batch	View	View batches of operations for the automation of accounts payable.
Administrator	Custom Record	A/P Payment Instrument	Full	View the payment instruments associated with accounts payable.
A/P Approver for Banking Integration	Custom Record	A/P Payment Instrument	View	View the payment instruments associated with accounts payable.
A/P Clerk for Banking Integration	Custom Record	A/P Payment Instrument	View	View the payment instruments associated with accounts payable.
Administrator	Custom Record	A/R Automation Batch	Full	View batches of operations for the automation of accounts receivable.
Administrator	Custom Record	A/R Payment Instrument	Full	View the payment instruments associated with accounts receivable.
Administrator	Custom Record	Bank	Full	View, create, edit, or delete information about banking institutions.
Administrator	Custom Record	Bank Account Details	Full	View, create, edit, or delete information about bank accounts.
A/P Clerk for Banking Integration	Custom Record	Bank Account Details	View	View information about bank accounts.
Administrator	Custom Record	Bank Account Key	Full	View, create, edit, or delete aliases that identify a bank account.
Administrator	Custom Record	Bank Account Payment Method Setup	Full	View, create, edit, or delete settings for payment methods per bank account.
A/P Clerk for Banking Integration	Custom Record	Bank Account Payment Method Setup	View	View settings for payment methods per bank account.
Administrator	Custom Record	Bank Connection	Full	View, create, edit, or delete the information required to establish the connection with banks.
A/P Clerk for Banking Integration	Custom Record	Bank Connection	View	View the information required to establish the connection with banks.
Administrator	Custom Record	Bank Connection Setting	Full	View, create, edit, or delete additional information about connections with the bank.
Administrator	Custom Record	Bank Identification Information	Full	View, create, edit, or delete additional information that identifies the banking institution.
Administrator	Custom Record	Banking API	Full	View, create, edit, or delete the information about the APIs used to exchange information about payments, bank statements, and other banking processes.
A/P Clerk for Banking Integration	Custom Record	Banking API	View	View the information about the APIs used to exchange information about payments, bank statements, and other banking processes.
Administrator	Custom Record	Banking API Operation	Full	View, create, edit, or delete the operations with which to communicate with the banking API.
A/P Clerk for Banking Integration	Custom Record	Banking API Operation	View	View the operations with which to communicate with the banking API.
Administrator	Custom Record	Banking API Return	Full	Create records that store the response from a banking API.
Administrator	Custom Record	Banking API Transaction Mapping	Full	View, create, edit, or delete the bank transactions associated to a given banking API.
Administrator	Custom Record	Banking API URL	Full	View, create, edit, or delete the URLs with which to communicate with the banking API.
A/P Clerk for Banking Integration	Custom Record	Banking API URL	View	View the URLs with which to communicate with the banking API.
Administrator	Custom Record	Banking Integration Preferences	Full	View, create, edit, or delete account-wide preferences for using banking integration features.
A/P Clerk for Banking Integration	Custom Record	Banking Integration Preferences	View	View account-wide preferences for using banking integration features.
Administrator	Custom Record	Banking Integration Request	Full	View information about the requests sent to banking APIs.
Administrator	Custom Record	Banking Integration Request Log	Full	View additional information about the processing of the requests sent to banking APIs.
Administrator	Custom Record	Category of Custom Field for Banking	Full	View, create, edit, or delete categories that group the custom fields that can be added throughout the banking journey.
A/P Clerk for Banking Integration	Custom Record	Category of Custom Field for Banking	View	View categories that group the custom fields that can be added throughout the banking journey.
Administrator	Custom Record	Connected Bank Account	Full	View, create, edit, or delete bank accounts associated with bank connections.
A/P Clerk for Banking Integration	Custom Record	Connected Bank Account	View	View bank accounts associated with bank connections.
Administrator	Custom Record	Connected Banking API	Full	View, create, edit, or delete banking APIs associated with bank connections.
A/P Clerk for Banking Integration	Custom Record	Connected Banking API	View	View banking APIs associated with bank connections.
Administrator	Custom Record	Custom Field for Banking	Full	View, create, edit, or delete custom fields that can be added throughout the banking journey.
Administrator	Custom Record	Operation for A/P Automation	Full	View the operations for the automation of accounts payable.
A/P Approver for Banking Integration	Custom Record	Operation for A/P Automation	View	View the operations for the automation of accounts payable.
A/P Clerk for Banking Integration	Custom Record	Operation for A/P Automation	View	View the operations for the automation of accounts payable.
Administrator	Custom Record	Operation for A/R Automation	Full	View the operations for the automation of accounts receivable.
Administrator	Custom Record	Type of Bank Account	Full	View, create, edit, or delete types of bank account.
Administrator	Custom Record	Type of Bank Account Key	Full	View, create, edit, or delete types of key that can identify bank accounts.
Administrator	Custom Record	Type of Banking API Operation	Full	View, create, edit, or delete types of operations that can be requested to a banking API.
A/P Clerk for Banking Integration	Custom Record	Type of Banking API Operation	View	View types of operations that can be requested to a banking API.
A/P Approver for Banking Integration	Lists	Documents and Files	View	View and edit the file, file attachment, and folder records. View and add files to the File Cabinet.
A/P Clerk for Banking Integration	Lists	Documents and Files	View	View and edit the file, file attachment, and folder records. View and add files to the File Cabinet.
A/P Clerk for Banking Integration	Lists	Employees	View	View employee records.
A/P Clerk for Banking Integration	Lists	Perform Search	View	View searches.
A/P Clerk for Banking Integration	Lists	Subsidiaries	View	View subsidiary records.
A/P Clerk for Banking Integration	Lists	Vendors	Edit	View, create, and edit vendor records.
A/P Clerk for Banking Integration	Setup	Accounting Lists	View	View accounting list records.
A/P Approver for Banking Integration	Setup	Custom Lists	View	View custom lists.
A/P Clerk for Banking Integration	Setup	Custom Lists	View	View custom lists.
A/P Clerk for Banking Integration	Setup	Custom Record Types	View	View custom records.
A/P Clerk for Banking Integration	Transactions	Bill Purchase Orders	Edit	Create vendor bill from purchase order transactions.
A/P Approver for Banking Integration	Transactions	Bills	View	View vendor bill transactions.
A/P Clerk for Banking Integration	Transactions	Bills	Edit	Create and edit vendor bill transactions.
A/P Clerk for Banking Integration	Transactions	Enter Vendor Credits	Edit	Create and edit vendor credit transactions.
A/P Approver for Banking Integration	Transactions	Expense Report	View	View expense report transactions.
A/P Clerk for Banking Integration	Transactions	Expense Report	Edit	Create and edit expense report transactions.
A/P Clerk for Banking Integration	Transactions	Find Transaction	View	View the search for transactions.
A/P Approver for Banking Integration	Transactions	Pay Bills	View	View bill payment transactions.
A/P Clerk for Banking Integration	Transactions	Pay Bills	Edit	Create and edit bill payment transactions.
A/P Approver for Banking Integration	Transactions	Purchase Order	View	View purchase order transactions.
A/P Clerk for Banking Integration	Transactions	Purchase Order	Edit	View, create, and edit purchase order transactions.
A/P Approver for Banking Integration	Transactions	Vendor Bill Approval	View	View the approval status of vendor bill transactions.
A/P Clerk for Banking Integration	Transactions	Vendor Bill Approval	Full	View and edit the approval status of vendor bill transactions.
A/P Approver for Banking Integration	Transactions	Vendor Payment Approval	Create	Edit the approval status of bill payment transactions.
A/P Clerk for Banking Integration	Transactions	Vendor Payment Approval	Full	Edit the approval status of bill payment transactions.
A/P Approver for Banking Integration	Transactions	Vendor Prepayment	View	View vendor prepayment transactions.
A/P Clerk for Banking Integration	Transactions	Vendor Prepayment	Edit	View, create, and edit vendor prepayment transactions.
A/P Clerk for Banking Integration	Transactions	Vendor Prepayment Application	Edit	Apply vendor prepayment transactions.
A/P Approver for Banking Integration	Transactions	Vendor Prepayment Approval	Full	Edit the approval status of vendor prepayment transactions.
A/P Clerk for Banking Integration	Transactions	Vendor Prepayment Approval	Full	Edit the approval status of vendor prepayment transactions.

Related Topics

• Roles and Permissions for Brazil Banking Integration
• Required Permissions for Brazil Banking Integration

General Notices