As part of the Airwallex Payables bundle, we’ve introduced the Airwallex Payables Accountant role. This role grants view-only access to Airwallex beneficiary details and Airwallex Connection V1 custom records, ensuring accountants cannot modify beneficiary bank information and establish connection for security purposes.
To simplify the process and avoid switching between your system’s Accountant Role and the Airwallex Payables Accountant Role, you can merge the permissions of the Airwallex Payables Accountant Role into your existing Accountant Role.
Steps
- Go to Setup > User/Roles > Show Role Differences
- Select your system Accountant Role as the base role and Airwallex Payables Accountant under "Compare to". Then click Show
- Review the differences in permissions between the two roles
- In a new tab, Go to Setup > User/Roles > Manage Roles. Click on customize or edit against the system account roles and add the missing Airwallex Payables Accountant permissions. Finally click save
Note: You may consider granting user permissions to edit the records depending on your needs.