Intacct
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Plugin Setup
Installation
Step 11: Set Permissions for a Role
In Intacct: Go to Company → Admin tab → Roles.
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Go to Roles
Go to the First Republic Role, Select Subscriptions
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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
- First Republic: 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
- First Republic: All Permissions
Then, select Save.
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Add 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.
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Resolve Errors
Updated 22 Jul 2024
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