---
title: Step 12: Set Permissions for a Role
slug: sagebankfeeds/step-12-set-permissions-for-a-role
description: Learn how to configure user permissions in Intacct with this comprehensive guide. Follow step-by-step instructions on navigating to the roles section, selecting the BMO Sync role, and enabling essential permissions for cash management, accounts payable, a
docTags: 
createdAt: 2023-10-12T21:30:47.601Z
---

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

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/eb02kDMXexmrbIuT7uWwL_image.png" size="80" width="1112" height="740" caption="Go to Roles" position="center" showCaption="true"}

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On the BMO Sync role, Select **Subscriptions**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/UcWQGf-a3CD3762JHZ8Th_image.png" size="80" width="2874" height="536" position="center" caption="Select Subscriptions" showCaption="true"}

:::hint{type="warning"}
If you do not use roles inside Intacct, simply head over to **the users and web service user**, click Subscriptions, and grant them the following permissions: 

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/EdTdPKt8xZPvd8ukoZvQu_image.png)

- **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
- **BMO Sync:** 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
- **BMO Sync:** All Permissions

Then, select **Save**.

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/micpcFwiXatUjOj1dWqOk_image.png "Enable Permissions")

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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.**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/Q-YhuZZeGFJKrd8riCtCs_image.png" size="80" width="768" height="514" caption="Resolve Errors" position="center" showCaption="true"}

***

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***. 



::Image[]{alt="You do not have permission for the API operation READ_BY_QUERY on objects of type trxcurrencies. " src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/PliZphIe8Ti9d7URQHC-9_image.png" size="52" width="652" height="233" caption="You do not have permission for the API operation READ_BY_QUERY on objects of type trxcurrencies. " position="center" showCaption="true"}



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. 

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/okJfr6OJ4vQcx0S6P3dJN_image.png" size="80" width="1967" height="1241" caption="Adding Transaction Currencies permissions" position="center" showCaption="true"}