This article relates to Sage PSA. For help with Forecast, see Forecast Help Center.
Once your Sage Intacct web services user has been created, enable roles subscriptions and module permissions. This article outlines the minimum permissions required for your web services user. A full list of Sage Intacct permissions can be found here.
This article covers:
Roles subscriptions
For your Sage PSA User, enable the following roles subscription modules in Sage Intacct:
Module permissions
Select the following permissions for each module. These are the minimum permissions required for the integration web services user.
Company
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Departments | ✔️ | ✔️ | |||
| Department group | ✔️ | ✔️ | |||
| Entities | ✔️ | ✔️ | |||
| Locations | ✔️ | ✔️ | |||
| Location groups | ✔️ | ✔️ | |||
| Employees | ✔️ | ✔️ | |||
|
Employee groups |
✔️ | ✔️ | |||
| Employee types | ✔️ | ✔️ |
General Ledger
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Accounts | ✔️ | ✔️ |
Accounts Receivable
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Customers | ✔️ | ✔️ |
Projects
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Customers | ✔️ | ✔️ | ✔️ | ✔️ | |
| Customer group | ✔️ | ✔️ | ✔️ | ✔️ | |
| Customer types | ✔️ | ✔️ | |||
| Projects | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Project groups | ✔️ | ✔️ | |||
| Project resources | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
Project Types |
✔️ | ✔️ | |||
| Project status | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Project estimates | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Estimate types | ✔️ | ✔️ | |||
| Tasks | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Task groups | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Task resources | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Items | ✔️ | ✔️ | ✔️ | ||
| Item groups | ✔️ | ✔️ | |||
| Employees | ✔️ | ✔️ | |||
| My timesheets | ✔️ | ✔️ | |||
| Staff timesheets | ✔️ | ✔️ | |||
| Time types | ✔️ | ✔️ | |||
| Invoices | ✔️ | ✔️ | |||
| Manage timesheets | ✔️ | ✔️ | |||
| Manage resources schedules | ✔️ | ✔️ | |||
| Standard tasks | ✔️ | ✔️ |
Time & Expenses
| Activities and lists | List | View | Add | Edit | Delete | View Expense |
|---|---|---|---|---|---|---|
| Expense summaries | ✔️ | ✔️ | ✔️ | |||
| My expenses | ✔️ | ✔️ | ||||
| Expense adjustments | ✔️ | ✔️ | ||||
| Employees | ✔️ | ✔️ | ||||
|
Employee groups |
✔️ | ✔️ | ||||
| Employee types | ✔️ | ✔️ | ||||
| Pending reimbursements | ✔️ | ✔️ | ||||
| Posted reimbursements | ✔️ | ✔️ | ||||
| Posted advances | ✔️ | ✔️ | ||||
| Expense types | ✔️ | ✔️ | ||||
| My timesheets | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Staff timesheets | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | |
| Manage timesheets | ✔️ | |||||
| Expense payment types | ✔️ | ✔️ | ||||
| Bank file | ✔️ | ✔️ |
Inventory Control
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Items | ✔️ | ✔️ | ✔️ | ✔️ | |
| Item groups | ✔️ | ✔️ | ✔️ | ||
| Item GL groups | ✔️ | ✔️ | ✔️ |
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