Zumzum Financials Permission Sets

Zumzum Financials Knowledge Base

    Overview

    Zumzum Financials includes a range of Permission Sets to be assigned to users to grant access to various modules and functions.   You are able to assign and unassign permission sets for users to suit your business requirements.  Assign one or multiple permission sets to a user or assign multiple permissions with a Permission Set Group.

    Review the system settings and object permissions on a permission set’s overview page.

    To open a permission set overview page follow these steps:

    • Go to Setup
    • In the Quick Find box enter Permission Sets
    • Select Permission Sets
    • Select the permission set you wish to view

    Assign Zumzum Financials Permission Sets to Multiple Users

    While viewing the permission set overview page, you are able to assign a Zumzum Financials permission set to multiple users.

    To assign the permission set to multiple users follow these steps

    • View the Permission Set
    • Select the Manage Assignments button
    • On the Assigned Users page select Add Assignments
    • On the Assign Users page, select the List View which displays your users
    • Select one or multiple users using the checkbox next to the user name
    • Click the Assign button to apply the setting
    • The Assignment Summary page will display a success message
    • select Done to return to the Assigned Users page.

    Your newly assigned users will appear in the list of users assigned this permission set.

    If you would prefer to assign a permission set to an individual user, please follow the Salesforce help article on how to Assign A Permission Sets to a Single User.

    Clone a Zumzum Financials Permission Set.

    Clone an existing permission set to customise to your unique needs or create your own permission sets from scratch. If you clone any permission set, then you would need to manually maintain updates as and when new features are added.

    Follow the Salesforce help on how to Create Permission Sets  which will assist you in cloning existing permission sets.

    List of Zumzum Financials Permission Sets

    The below table contains a list of all the Zumzum Financials Permission Sets. Use Permission Set Lists to show a filtered list of permission sets.

    The list of The current list of permission sets are in the table below

    Module Name Description Permission set group
    All Zumzum Financials Administrator Full create, read, update and delete, View All and Modify All with Zumzum Financials Objects, Pages and Classes.
    Bank Zumzum Payment Gateway Transaction User User is able to create Payment Gateway Transactions with the Zumzum Payment Gateway.
    Bank Zumzum PayTabs Guest User Give secure access to unauthenticated users to the Zumzum PayTabs Payment Gateway. Add this permission set to to your Guest User Account related to your PayTabs Payment Gateway Site.
    Purchase Invoice Zumzum Purchase Invoice User Enable a user to create and edit Purchase Invoices with create, edit and delete Purchase Invoice line Items.
    Purchase Invoice Zumzum Purchase Invoice User – Delete Enable a user to delete a Purchase Invoice, if the purchase invoice is not posted.
    Purchase Invoice Zumzum Purchase Invoice User – Post Allow user to post purchase invoices. The Post quick action is displayed on the lightning record page with this permission set.
    Purchase Order Zumzum Purchase Order User Enable a user to create and edit Purchase Orders with create, edit and delete Purchase Order line Items.
    Purchase Order Zumzum Purchase Order User – Delete Enable a user to delete a Purchase Order.
    Sales Invoice Zumzum Sales Invoice User Enable a user to create and edit Sales Invoices with create, edit and delete Sales Invoice line Items.
    Sales Invoice Zumzum Sales Invoice User – Delete Enable a user to delete a Sales Invoice, if the Sales Invoice is not Posted.
    Sales Invoice Zumzum Sales Invoice User Post Allow user to post sales invoices. This permission set should be added to a user with the Zumzum Sales Invoice User permission set.
    Sales Invoice Zumzum Sales Invoice Edit SI Number When Posted Allow user to edit the sales invoice number field when the Sales Invoice status is posted.
    Sales Order Zumzum Sales Order User Enable a user to create and edit Sales Orders with create, edit and delete Sales Order line Items.
    Sales Order Zumzum Sales Order User Delete Enable a user to delete aSales Orders.

     

    in Adding User PermissionsGetting Started