Step 12: Set Permissions for a Role

go to company → admin tab → web service users then select edit on the web service user you would like to edit navigate to the pinacle pnc role and select subscriptions on the role you would like to add/remove permissions 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 pnc 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 pnc 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 means you need to adjust the role permissions for the user who encountered the issue this affects the user role/permissions and not the web service user for the affected user, please navigate to their role permissions and add the following company → transaction currencies (list, view)