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.

Related Topics

• Limitations of Using the Bank Feeds SuiteApp
• Setting Up Bank Feeds Integration
• Bank Feeds Data Import
• Bank Feeds SuiteApp FAQ
• Installing the Bank Feeds SuiteApp

General Notices