This article relates to Sage Intacct. For help with Sage PSA, see Sage PSA.
⏱️ 2 minute read
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.
This article covers:
Roles Subscriptions
For your Forecast User, enable the following roles subscription modules in Sage Intacct:
- Company
- General Ledger
- Accounts Receivable
- Projects
- Expenses
- Inventory Control, Order Entry or Purchasing
- Time
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 | Post | Delete |
|---|---|---|---|---|---|---|
| Customers | ✔️ | ✔️ | ||||
| Invoices | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Projects
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Customers | ✔️ | ✔️ | ✔️ | ✔️ | |
| Customer groups | ✔️ | ✔️ | ✔️ | ✔️ | |
| Customer types | ✔️ | ✔️ | |||
| Projects | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Project groups | ✔️ | ✔️ | |||
| Project resources | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Project types | ✔️ | ✔️ | |||
| Project status | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Project estimates | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Estimate types | ✔️ | ✔️ | |||
| Tasks | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Task groups | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Task resources | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Items | ✔️ | ✔️ | ✔️ | ||
| Item groups | ✔️ | ✔️ | |||
| Employees | ✔️ | ✔️ | |||
| Invoices | ✔️ | ✔️ | |||
| Manage resource schedules | ✔️ | ✔️ | |||
| Standard tasks | ✔️ | ✔️ | ✔️ |
✔️ |
✔️ |
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 | ✔️ | ✔️ | ||||
| Expense payment types | ✔️ | ✔️ | ||||
| Bank file | ✔️ | ✔️ |
Inventory Control, Order Entry or Purchasing
Enable permissions for the module associated with your account.
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Items | ✔️ | ✔️ | ✔️ | ✔️ | |
| Item groups | ✔️ | ✔️ | ✔️ | ||
| Item GL groups | ✔️ | ✔️ | ✔️ | ||
| Purchasing transactions (Purchasing module only, importing POs) | ✔️ | ✔️ | ✔️ |
Time
| Activities and lists | List | View | Add | Edit | Delete |
|---|---|---|---|---|---|
| Employees | ✔️ | ✔️ | |||
| Employee groups | ✔️ | ✔️ | |||
| My timesheets | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Staff timesheets | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Manage timesheets | ✔️ |
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Next step: Connecting the Sage Intacct Integration
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