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Integration Roles

edited Jul 19, 2024 3:10PM in Payables, Payments & Cash Management 2 comments

Summary:


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Do you have a compilation of job or duty roles suitable for various integration methods such as FBDI, Import Management, and REST APIs, organized by module (Especially Payables Invoice and Payments)? For instance, we have created two users - one handling Payable Invoices Integration and the other managing Receivable Invoices integration. We want to limit the actions of the Receivable Invoices Integration User to creating only receivables by assigning them the Receivables Integration Specialist Role. However, we've noticed that this role also grants privileges to insert records into the Payables Interface Table.

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