Sage 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
Find the Santander Role, Select Subscriptions
Click Subscriptions
If you do not use roles inside Intacct, 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
- Santander Fusion: All Permissions
Enable Permissions
Click 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
- Santander Fusion: All Permissions
Then, click 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.
Resolve Errors
Updated 22 Jul 2024
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