Assigning Role Based User Security
Updated 31 October 2026
Salesforce permission sets extend what a user can see and do beyond their profile. Aedon.Accounting includes role-based permission sets that control which Aedon tabs each type of user sees, so that, for example, a sales ledger clerk only sees the sales tabs.
Aedon role-based permission sets
| Permission set | API name | Tabs |
|---|---|---|
| Sales Ledger | Sales_Ledger |
Sales transactions and their records |
| Purchase Ledger | Purchase_Ledger |
Purchase transactions and their records |
| Cashier | Cashier |
Bank transactions, bank accounts and statements |
| Financial Controller | Financial_Controller |
Sales, purchases, bank, journals and admin |
| Reviewer/Approver | Reviewer_Approver |
The same tabs as Financial Controller, for users who review and approve transactions |
These permission sets control tabs. Users also need the Aedon permission sets that give access to Aedon.Accounting itself; please contact Aedon support to confirm which to assign. See Adding New Users to Salesforce.
Change the tabs in a permission set
- In Setup, enter Permission Sets in the Quick Find box and select Permission Sets.
- Click the permission set, then Object Settings.
- Click the object, then Edit, and set Tab Settings to Visible, Available or none.
- Click Save.
Packaged permission sets
You can’t edit the permission sets that come with the Aedon package. To change one, clone it and assign your copy instead.
Assign a permission set
- Open the user’s record in Setup > Users.
- In Permission Set Assignments, click Edit Assignments.
- Add the permission set and click Save.
Open the permission set(1) in Setup. Manage Assignments(2) adds users to it, and Object Settings(3) controls its tabs and objects.
Then log in as the user, or ask them to log in, and check they see the tabs you expect.
Salesforce help
For the details, see Salesforce’s own help:
