Required Permissions for Brazil Banking Integration

If you're not an administrator, you need specific permissions to access Brazil Banking Integration features. Different permissions apply depending on your tasks. Administrators can grant the required permissions to roles.

For more information, see the following help topics:

Feature-specific Permissions for Brazil Banking Integration

If a role needs to perform one of the following tasks, an administrator must grant the specified permissions. For more information about granting permissions, see Setting Permissions.

Additionally, be aware that roles that leverage the Brazil Banking Integration SuiteApp's bank statement import capabilities also need permissions for banking features. For more information, see Permissions for Banking Features.

Task

Subtab

Permission

Access Level

Create and edit bank account details records.

For more information, see Creating Bank Account Details for Brazil.

Custom Record

Additional Bank Account Information

Full

Custom Record

Bank

View

Custom Record

Bank Account Details

Full

Custom Record

Bank Account Payment Method Setup

Full

Custom Record

Banking Integration Preferences

View

Process receivables.

For more information, see Processing Receivable Payments for Brazil.

Custom Record

A/R Automation Batch

Full

Custom Record

A/R Payment Instrument

Create

Custom Record

Additional Bank Account Information

View

Custom Record

Bank

View

Custom Record

Bank Account Details

View

Custom Record

Bank Account Payment Method Setup

View

Custom Record

Bank Connection

View

Custom Record

Bank Identification Information

View

Custom Record

Banking API Operation

View

Custom Record

Banking API URL

View

Custom Record

Banking Integration Request

Create

Custom Record

Connected Bank Account

View

Custom Record

Connected Banking API

View

Custom Record

Custom Field for Banking

View

Custom Record

Operation for A/R Automation

Create

Custom Record

Type of Banking API Operation

View

Lists

Subsidiaries

View

Lists

Customers

View

Setup

Accounting Lists

View

Setup

Custom Record Types

View

Setup

SuiteScript

View

Setup

SuiteScript Scheduling

Full

Transactions

Find Transaction

View

Transactions

Invoice

View

Monitor receivables processing.

For more information, see Monitoring Receivable Payments for Brazil.

Custom Record

Bank Account Details

View

Custom Record

A/R Payment Instrument

View

Lists

Customers

View

Lists

Subsidiaries

View

Setup

Accounting Lists

View

Setup

Custom Record Types

View

Transactions

Find Transaction

View

Transactions

Invoice

View

Providing Access to Script Deployments for Brazil Banking Integration

In addition to the permissions granted to roles, some tasks may require access to specific scripts. The following table indicates which tasks require script access and their respective script deployment record.

Task

Script Type

Script Deployment

Script Deployment ID

Create and edit bank account details records.

For more information, see Creating Bank Account Details for Brazil.

Suitelet

BIS SS Validate API Secret

customdeploy_bis_ss_validate_api_secret

Process and monitor receivables.

For more information, see the following help topics:

Suitelet

BIS SS SPA

customdeploy_bis_ss_spa

To provide access to a script deployment record:

  1. Go to Customization > Scripting > Script Deployments.

  2. Next to the script deployment record, click Edit.

    Tip:

    To filter the list of script deployment records by the script type, in the Type list, select the script type. The search will only display script deployments of the selected type and you can then find the script deployment you want among them.

  3. Click the Audience subtab.

  4. Define the roles, departments, subsidiaries, groups, employees, or partners that should be able to perform the task.

    For more information, see Defining Script Audience.

  5. Click Save.

Providing Access to the A/R Payment Instruments Folder

Brazil Banking Integration saves the files that represent payment instruments, such as bank slips, in the A/R Payment Instruments File Cabinet folder. Access to the folder enables employees to view and download these files.

By default, employees with the following standard roles have access to the folder:

  • Administrator

  • A/R Clerk

If employees with other roles need to view or download the files, an administrator can grant access to the folder. The A/R Payment Instruments File Cabinet folder is restricted to a predefined dynamic group. For more information, see Restricting Access to File Cabinet Folders.

To provide access to the A/R Payment Instruments folder to additional roles:

  1. Customize the standard saved search.

    1. Go to Lists > Search > Saved Searches.

    2. Next to the Roles With Access to A/R Payment Instruments saved search, click Edit.

    3. In the Search Title field, edit the name of the search.

      Saved search titles must be unique. Enter a name that sufficiently differentiates your custom saved search from the standard search.

    4. Add the roles to the criteria.

      1. Click the Criteria subtab.

      2. Inside the Criteria subtab, click the Standard subtab.

      3. In the Filter column, next to the Role filter, click the set description icon.

        A dialog window opens.

      4. Select the roles you want to add to the search.

        Tip:

        To select multiple options, press and hold the Ctrl key while selecting the roles.

      5. Click Set.

    5. Click Save As.

      For more information about saved searches, see Saved Searches.

  2. Select the custom saved search in the dynamic group to which the folder is restricted.

    1. Go to Lists > Relationships > Groups.

    2. Next to the Employees With Access to A/R Payment Instruments group, click Edit.

    3. In the Saved Search field, select the saved search you created.

    4. Click Save.

      For more information about dynamic groups, see Creating a Dynamic Group.

Related Topics

General Notices