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
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 a Sales Orders.
Expense Sheet	Zumzum Expense Sheet User	Create and update Expense Sheet.
Expense Sheet	Zumzum Expense Sheet User – Delete	Delete an Expense Sheet (add to Expense Sheet User Permission Set)
Expense Sheet	Zumzum Expense Sheet User Convert to PI	Convert an Expense Sheet and details to a Purchase Invoice with line items

List of Zumzum Financials Custom Permissions

The below table contains a list of all the Zumzum Financials Custom Permissions. Update your existing permission sets or create new custom permissions.

Module	Name	Description
Expense Sheet	Edit Approved Expense Sheets	Allow the user to edit an Expense Sheet when the status is “Approved”
Payment Request	(Module = “Payment Request” ) Payment Request Lightning Web Component	View access for Payment Request Lightning Web Component
Purchase Invoice	Edit Purchase Invoice Number When Status Is Posted	Used to bypass the validation rule on Purchase Invoices to allow user to edit the Purchase Invoice Number when the status is “Posted”
Purchase Invoice	Purchase Invoice Quick Action for Post	Show the “Post” Quick Action on the Purchase Invoice lightning record page, if the user has this permission
Sales Invoice	Edit Sales Invoice Number When Status Is Posted	Used to bypass the validation rule on Sales Invoices to allow user to edit the Sales Invoice Number when the status is “Posted”

Last Updated: 3 months ago in Adding User Permissions, Getting Started