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 the First Republic Role, 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:
- 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.
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.
Resolve Errors
Updated 22 Jul 2024
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