Permission set groups

If there is a defined FinDock permission set group for a the given user type, we recommend only assigning group to that user rather than individual permission sets. While technically possible, directly assigning FinDock permission sets may eventually lead to permission-related errors.

FinDock Integration User Group

The FinDock Integration User permission set group is intended for integration use cases only. This includes connections to external services, such as ProcessingHub, WebHub and PSPs, as well as FinDock features that use those connections, like payment schedules.

All permission sets added by FinDock to the FinDock Integration User group support the free Salesforce integration user license.

note

If you add custom permission sets to the this group, be sure to check the Status of the group afterwards. Failed indicates you need to check that the custom permissions adhere to the integration user license (and Salesforce API Only System Integrations profile) limitations.

FinDock integration permission sets

ASSIGNMENT FOR EXISTING INSTALLATIONS

If you have a FinDock installation that uses classic permission sets, you can reassign the integration user to use the FinDock Integration User Group. However, the new FinDock integration permission sets need to be added to the group manually.

The permission sets for integration use cases (and included in the FinDock Integration User Group) are outlined in the following table.

Name	Description	Package
FinDock Adyen Integration	Permissions for payment set up and notification handling	Adyen
FinDock Axerve Integration	Permissions for payment set up and notification handling	Axerve
FinDock Bacs Integration	Bacs Direct Debit collection and reconciliation through Bacs Manual and SmartDebit	BACS
FinDock Buckaroo Integration	Permissions for payment set up and notification handling	Buckaroo
FinDock Checkout Integration	Permissions for payment set up and notification handling	Checkout.com
FinDock Core File-based Payments Integration	Permissions for integration-related actions of parsing and matching bank files	Core
FinDock Core Mandate Schedule Integration	Permissions for integration-related actions to create and run mandate schedules	Core
FinDock Core Online Payments Integration	Permissions for integration-related actions of payment collection and reconciliation through WebHub, Notification Gateway and FinDock Payment API	Core
FinDock Core Payment Schedule Integration	Permissions for integration-related actions to create and run payment schedules	Core
FinDock Fundraising Integration	Permissions for custom handling of Fundraising objects like Gift Transaction	Fundraising
FinDock Gift Aid Integration	Permissions for Gift Aid claim processing through HMRC	Gift Aid
FinDock GoCardless Integration	Permissions for payment set up and notification handling	GoCardless
FinDock Mollie Integration	Permissions for payment set up and notification handling	Mollie
FinDock Norway Integration	Permissions for Norwegian payment set up and report handling through FinDock	Nordic Payments
FinDock NPSP Integration	Permissions for custom handling of NPSP Opportunity and Recurring Donation	NPSP
FinDock PayPal Integration	Permissions for payment set up and notification handling	PayPal
FinDock ProcessingHub Integration	Permissions for ProcessingHub connection	ProcessingHub
FinDock SEPA Integration	SEPA and SEDA payment collection, disbursement and reconciliation	SEPA
FinDock Saferpay Integration	Permissions for payment set up and notification handling	Saferpay
FinDock Stripe Integration	Permissions for payment set up and notification handling	Stripe
FinDock Sweden Integration	Autogiro direct debit collection and reconciliation	FinDock
FinDock Tikkie Integration	Permissions for payment set up and notification handling	Tikkie
FinDock Vipps Integration	Permissions for payment set up and notification handling	Vipps
FinDock Worldpay Integration	Permissions for payment set up and notification handling	Worldpay Corporate