Question:
What permissions are necessary to view the Silicon Valley Bank VB Dashboard and make the proper changes?
Answer:
The custom role that's created needs to be added to the Celigo Integrator Script Deployment.
The access level should be full for the permissions below, and the custom role would need to have access to all the subsidiaries.
Setup -> Custom Fields
Setup -> Override Period Restrictions
Setup -> Allow Non G/L Changes
Lists -> Custom Record Entries
Lists -> Documents and Files
Transactions -> Make Journal Entry
Transactions -> Transfer Funds
Transactions -> Pay Bills
Transactions -> Vendor Payment Status
Transactions -> Approve Vendor Payments
Transactions -> Cash Sale Refund
Transactions -> Customer Refund
Transactions -> Cash Sale
Transactions -> Check
Transactions -> Credit Card
Transactions -> Statement Charge
Transactions -> Customer Deposit
Transactions -> Deposit
Transactions -> Deposit Application
Transactions -> Pay Sales Tax
Transactions -> Customer Payment
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