Step 11: Set Permissions for a Role

in intacct go to company → admin tab → roles navigate to the cnb role, and 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 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 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 you may receive an error like the following you do not have permission for the api operation read by query on objects of type trxcurrencies this error implies that you need to modify the role permissions of the affected user this affects the user role/permissions and not the web service user please navigate to the affected user and add the permissions company > transaction currencies (list, view) ensure you have added those permissions for every affected user