1. Install ACSISS Connect (CDR)

Instructions

• Go to Microsoft AppSource - ACSISS Connect and click Get it Now

• Review and accept the Microsoft terms > Click Continue

• Select the environment to which you want to application installed

• After selecting the instance to install ACSISS Connect to, the extension installation will commence

• A message box will display notifying you that the extension is being installed > Click OK

• Once the installation is complete > Go to the necessary User Card/s > Set the Permission Set/s accordingly.

  • SIS_BANK_FEEDS: User has full access to all ACSISS Connect components

  • SIS_BANK_READ: User can read transactions, import transactions to the PRJ and BAR, but cannot add bank feeds.

  • SIS_BANK_SETUP: User can access the ACSISS Bank Feeds setup screen only.