Roles and Permissions for Australia Bank Feeds SuiteApp

Written by
Carmela Batalla
Published on
February 29, 2024 at 3:07:12 AM PST February 29, 2024 at 3:07:12 AM PSTth, February 29, 2024 at 3:07:12 AM PST

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:

1. Go to Setup > User Roles > Manage Roles.

2. Search for the role you want to customize. Click Customize.

3. Click the Permissions subtab.

4. Set the permissions and the access levels required for the custom role as shown in the following table:

Transactions subtab > Import Online Banking > Access Level = View

Lists subtab > Accounts > Access Level = View

Lists subtab > Custom Record Entries > Access Level = View

Setup subtab > Financial Institution Records > Access Level = Full

Setup subtab > Suitescript > Access Level = View

Setup subtab > Set Up Company > Access Level = View

5. Click Save.