Direct Banking

Permission sets

When Direct Banking is installed, depending on the provider and the localization the listed permission set should be added to non-SUPER users that directly or indirectly use Direct Banking:

Provider

Localization

Permission Set

Provider

Localization

Permission Set

Ponto

W1 / None

BCB Direct Banking

Ponto

NL

BCB DBanking NL

Ponto

BE

BCB DBanking BE

Cobase

W1 / None

BCB Cobase Banking

Cobase

NL

BCB Cobase NL DB

Cobase

BE

BCB Cobase BE DB

For BC17 and below the permission sets cannot be embedded, so all individual applicable permission sets must be assigned.
Basically, all the permission sets listed below should be assigned to the users that directly or indirectly use Direct Banking when they exist in your installation:

Permission Set

Targeted provider

Targeted localization

Permission Set

Targeted provider

Targeted localization

DIRECT BANKING

Ponto

W1 / None

DIRECT BANKING NL

Ponto

NL

DIRECT BANKING BE

Ponto

BE

DIRECT BANKING COBASE

Cobase

W1 / None

Cobase Bank Connector NL

Cobase

NL

Cobase Bank Connector BE

Cobase

BE

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