Skip to content

User security

The package ships two permission sets. Users that might generate subledger activity should be granted one of them.

Fundraising_Subledger_Admin

  • Create, Read, Edit access to Journal Entries, with Edit FLS to every field
  • Create, Read, Edit access to Accounting Periods, with Edit FLS to every field
  • Create and Read access to Deploy Result (platform event)
  • Edit-level FLS to the GL Code, Receivable GAU and Write-Off GAU fields on General Accounting Unit, and Read-level FLS to the formula fields that show the receivable and write-off GL Codes and names on General Accounting Unit and GAU Allocation
  • Edit-level FLS to accounting fields on Opportunity:
    • Queued for Journal Entry Creation
    • Do Not Create Journal Entries
    • Committed Date
  • Custom Metadata Type access:
    • Accounting State Mappings
    • Fundraising Subledger Settings
    • Global GL Accounts
  • Apex classes:
    • JE_ManualAdjustment_CTRL
  • Assigned apps:
    • Fundraising Subledger
  • Custom permissions:
    • Manage_Accounting_Periods

Fundraising_Subledger_User

  • Read only access to Journal Entries, with Read FLS to every field
  • Read only access to Accounting Periods, with Read FLS to every field
  • Read-level FLS to the GL Code, Receivable GAU and Write-Off GAU fields on General Accounting Unit, and to the formula fields that show the receivable and write-off GL Codes and names on General Accounting Unit and GAU Allocation
  • Read-level FLS to accounting fields on Opportunity:
    • Queued for Journal Entry Creation
    • Do Not Create Journal Entries
    • Committed Date

Journal entry records

Posted journal entry records are read-only to all users outside of System Admins. See Journal entries for the fields with history tracking.