Permissions Related To New Accounting Seed Releases
Every now and then, a new Accounting Seed release comes up that would need additional permissions to new objects or fields.
In general your standard Accounting Seed user would already have the necessary permissions. However, a “special” user that is used for online payments (the Sites user) may need the additional permissions. To get up-to-date with the permissions, we maintain a permission set that is included in our extension for Accounting Seed. The permission set is called “Payment Center + Accounting Seed Permissions”
To assign the permission set to the Sites user, please follow the steps below:
- Go to Setup | Develop | Sites. Click on your site to go to site details then click Public Access Settings, as shown below:
- At the Public Access Settings page, click View Users:
- Click the Site Guest User, as shown below:
- Under Permission Set Assignments, click Edit Assignments:
- Add Payment Center + Accounting Seed Permissions, then Save:
If you don’t see the permission set, you would need to install the extension that can be found here.
Online Payment Issue
If the Sites user already has the above permission set, but your customers are getting a generic error message during payment, it could be that you don’t have the latest version of our extension. In general we push the latest update to your Salesforce organization every time a new Accounting Seed release is out, however your Salesforce organization may yet have to receive the update. In this case please send an email to firstname.lastname@example.org so we can update your Salesforce organization.
You may also have to review within your processor, i.e. login to your payment processor, and check payments that have come through for the last couple of days, and reconcile those with the invoices/billings that were supposed to be paid. You can record the payment by manually paying for the invoice – using Payment Method “Other” for example, and that should mark the invoice as paid and the corresponding cash receipts created.