User Permissions
Unaric Payments uses Permission Sets to control what users can access within the application:
Salesforce User | Permission Set | Record Type | Set Up Page | Authorisation | Payments | Payment Schedules | Refunds |
|---|---|---|---|---|---|---|---|
Standard User | Unaric Payments Standard User | Inbound | No | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | No Access |
Standard User | Unaric Payments Refunds | Inbound | No | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit |
Standard User | Unaric Payments Outbound Authorisation Creation | Outbound | No | Read, Create, Edit | No Access | No Access | No Access |
Standard User | Unaric Payments Outbound Payment Creation | Outbound | No | Read | Read, Create, Edit | No Access | No Access |
System Admin | Unaric Payments admin (Without set up) | Inbound | No | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All |
System Admin | Unaric Payments Full Admin | Inbound | Yes | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete, View All, Modify All |
System Admin | Unaric Payments Standard User | Inbound | No | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | No Access |
System Admin | Unaric Payments Refunds | Inbound | No | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit |
System Admin | Unaric Payments Outbound Payment Creation | Outbound | No | Read | Read, Create, Edit | No Access | No Access |
System Admin | Unaric Payments Outbound Full Administrator | Outbound | Yes | Read, Create, Edit | Read, Create, Edit | Read | No Access |