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

• Providing Access to Script Deployments for Brazil Banking Integration

• Providing Access to the A/R Payment Instruments Folder

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

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: Processing Receivable Payments for Brazil Monitoring Receivable Payments for Brazil	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

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

General Notices