Roles and Permissions for Australia Bank Feeds SuiteApp
The Australia Bank Feeds SuiteApp has no built-in default or custom roles. To use the SuiteApp, you can either use the Accountant (ABFS) custom role or customize existing roles in your account.
To customize a role for Australia Bank Feeds SuiteApp:
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Go to Setup > User Roles > Manage Roles.
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Search for the role you want to customize. Click Customize.
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Click the Permissions subtab.
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Set the permissions and the access levels required for the custom role as shown in the following table:
Subtab
Permissions
Access Level
Transactions
Import Online Banking File
View – To access the Upload File and Bank Import History page
Lists
Accounts
View
Custom Record Entries
Full
Setup
Financial Institution Records
Full
SuiteScript
View
Set Up Company
View
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Click Save.
Related Topics
- Australia Bank Feeds SuiteApp
- Installing the Australia Bank Feeds SuiteApp
- Importing Bank Data Using Australia Bank Feeds SuiteApp
- Availability of Foreign Currency Accounts
- Viewing Reasons for Account Status Problems
- Setting the Span of Bank Data Imports
- Disconnecting to the Data Service Provider
- Australia Bank Feeds FAQs