What permissions are necessary for Virtual Terminal access?
In preparation for phishing-resistant MFA, we're auditing user permissions. I know there's been a new Click & Pay released this month - in that release, does a user need any of the following permissions in order to use the Virtual Terminal: Customize Application, Author Apex, View All Data, and/or Modify All Data?
-
Official comment
Hello Jillian Adkins
For Virtual Terminal, the users will need View All Data for Contacts, Accounts, and Opportunities. Customize Application should not be needed as long as the Click & Pledge permissions are granted to the user. This is done through the C&P Security section in Click & Pay and can be associated with a permission set.
As for Author Apex, we are checking if this is required and will follow up with you as soon as we confirm with our developers.
-
Hello Jillian Adkins
I confirmed with our developers that Author Apex is not required for Virtual Terminal access but it is needed for the Connected User.
Please let us know if you have any questions.
0
Please sign in to leave a comment.
Comments
2 comments