Intacct
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Plugin Setup
Installation

Step 11: Set Permissions for a Role

In Intacct: Go to Company → Admin tab → Roles.

Go to Roles
Go to Roles



Navigate to the CNB role, and select Subscriptions

Select Subscriptions
Select Subscriptions


If you do not use roles inside Intacct, simply head over to the users and web service user and grant them the following permissions:

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  • Cash Management: Checking Accounts (List, View), Savings Accounts (List, View), Credit Card Accounts (List, View)
  • Accounts Payable: All Permissions
  • Company: Transaction Currencies (List, View), Entities (View), Funds/Locations (View)
  • General Ledger: All Permissions
  • CNB Pay: All Permissions

Select Permissions to enable permissions accordingly for each of the following:

  • Cash Management: Checking Accounts (List, View), Savings Accounts (List, View), Credit Card Accounts (List, View)
  • Accounts Payable: All Permissions
  • Company: Transaction Currencies (List, View), Entities (View), Funds/Locations (View)
  • General Ledger: All Permissions
  • CNB Pay: All Permissions

Then, select Save.

Enable Permissions
Enable Permissions



If you receive an error message, please confirm that you have granted the appropriate Cash Management permissions to the Web Service User’s role subscription.

Resolve Errors
Resolve Errors






Updated 22 Jul 2024
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