--- schema_version: "1" id: 4f5e77fc70734cccf93bcf17ac6b847a7db33cf47ea786e1ec9904de44f33641 title: Assign Transaction Dispute Management Permissions to User collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_assign_transaction_dispute_management_permissions_to_user.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_assign_transaction_dispute_management_permissions_to_user.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: df4af9235890163f4bd849145c7801ae25973dbbf1e44221e1ad2ec76ec0dd64 description: Assign the relevant permission sets, and configure object and field-level security for the Case object and other dispute-related objects. These settings authorize users to capture dispute details, see merchant alerts, and initiate chargebacks. products: - Financial Services release: "264" --- # Assign Transaction Dispute Management Permissions to User Assign the relevant permission sets, and configure object and field-level security for the Case object and other dispute-related objects. These settings authorize users to capture dispute details, see merchant alerts, and initiate chargebacks. ### Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration
To set field-level security and to edit object permissions:	Manage Profiles and Permission Sets AND Customize Application

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

To set field-level security and to edit object permissions:

Manage Profiles and Permission Sets

AND

Customize Application

1. Assign permission sets. 1. From Setup, in the Quick Find box, enter Users, and then select **Users**. 2. Click a user’s name. 3. In Permission Set Assignments, click **Edit Assignments**. 4. From Available Permission Sets, select and add OmniStudio User, Industry Service Excellence, Financial Services Cloud Standard, and Financial Services Cloud Extension or FSC Service permission sets. 5. Save your changes. 2. Update field-level security. 1. In Setup, go to **Object Manager**. 2. Locate each of the objects listed in this task and click **Fields & Relationships**. 3. For each object and field, update the field-level security as shown in this table for all the profiles that use Transaction Dispute Management.

OBJECT	FIELD	FIELD-LEVEL SECURITY
Case	Case Source	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
Case	Account Name
Dispute	Account	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	Actual Amount
	Approved Amount
	Assessment
	Card Cancellation Requested
	Card Reissue Requested
	Case
	Description
	Dispute Subtype
	Dispute Type
	Disputed Amount
	Financial Account
	Received Date
	Status
DisputeItem	Approved Provisional Credit	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only. These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management. Transaction ID Transactions API Search Result Transactions API Clearing And Settlement Result Transactions API Authorization Result
	Card Last Four Digit
	Card Six Digit BIN
	Dispute
	Disputed Amount
	Enrichment Provider
	Fund Flow Direction
	Merchant Address
	Merchant Category
	Merchant Description
	Merchant Logo URL
	Merchant Name
	Merchant URL
	Provisional Credit Approver
	Provisional Credit Date
	Provisional Credit Status
	Receiver BIN
	Sender BIN
	Status
	Transaction Amount
	Transaction Code
	Transaction Currency Code
	Transaction Date
	Transaction Description
	Transaction ID
	Validation Outcome
	Validation Outcome Reason
	Claim Identifier
	Transaction Clearing Identifier
	Transaction Authorization Identifier
	Transactions API Search Result
	Transactions API Clearing And Settlement Result
	Transactions API Authorization Result
	Payment Network
	Clearing Merchant Name
	Card Present
	Dispute Reason
	Card Type
	Acquirer Reference Number
	Payment Network Transaction Identifier
	Transaction Search Extended Result
	Transaction Details
	Merchant Details
	Payment Network Fraud Report Identifier
	Payment Network Fraud Category
	Payment Network Fraud Type
	Payment Network Case Type
	Transaction Group Identifier
	Transaction Data Source
DisputeItemMerchantAlert	Alert Delivery Status	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	Alert Delivery Status Description
	Alert Identifier
	Dispute Item
	Disputed Transactions Batch Identifier
	Disputed Transactions Batch Status
	Outcome
	Outcome Description
	Outcome Update Date Time
	Refund Status
	Source
	Type
DisputeItemChargeback	Dispute Item	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only. These fields are read-only by default, and are populated by an external system that integrates with Transaction Dispute Management. Chargeback Identifier Chargeback Reference Number
	Chargeback Identifier
	Transaction Settlement Date
	Status
	Status Update Date Time
	Document Required
	Type
	Description
	Partial Chargeback
	Card Brand
	Refund Received
	Chargeback Reference Number
	Document Status
	Reject Reason
	Dispute Reason
	Chargeback Amount
	Chargeback Created Date
	Chargeback Amount Currency
	Chargeback Response
	Chargeback Response Reason
DisputeReason	Reason Code	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	Reason Code Name
	Reason Subcode
	Reason Subcode Name
	Description
	Payment Network
	Card Type
	Active
	Reason Code Type
	Reason Code Subtype
	Reason Code Valid From Date
	Reason Code Valid To Date
	Document Required
DisputeQueueJobRun	Start Date Time	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	End Date Time
	Retrieved Claim Count
	Retrieved Page Count
	Queue Name
	Status
	Flow Interview
	Job Run Information
DisputeItemQueueResponse	Dispute Queue Job Run	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	Dispute Item
	Queue Name
	Queue Response
	Response Processing Status
DisputeItemArbitration	Amount	For the profiles using Transaction Dispute Management, select Visible and deselect Read-Only.
	Description
	Dispute Item
	Dispute Reason
	Document Upload Status
	External Case Identifier
	Escalted
	Reason Code Updated
	Memo
	Reason Code Update Reason
	Role
	Status
	Type
	Arbitration Response
	Reject Reason
	Appeal
	Favored Party
	Withdrawn By
	Arbitration Amount Currency Code

3. Assign object permissions. 1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**. 2. Click the profile that you’re editing, and click **Edit**. 3. Under Standard Object Permissions, locate these objects and assign the Read, Create, Edit, and View All Records permissions. | OBJECT | | --- | | Cases | | Disputes | | Dispute Items | | Dispute Item Merchant Alerts | | Dispute Item Chargebacks | | Dispute Reasons | | Dispute Queue Job Runs | | Dispute Item Queue Responses | | Service Catalog Requests | | Service Catalog Item Dependencies | | Service Catalog Request Related Items | | Document Checklist Items | | Assessments | | Assessment Questions | | Assessment Question Responses | | Dispute Item Arbitrations | 4. Save your changes. 5. Repeat these steps for other profiles that are relevant for dispute intake or fulfillment.