---
title: Step 11: Set Permissions for a Role
slug: santander/step-11-set-permissions-for-a-role
description: Learn how to set permissions in Intacct for accessing different functionalities with this helpful document. Follow the instructions on the Roles tab to enable permissions for Cash Management and Santander Fusion. The document also provides a list of speci
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2022-08-18T17:35:04.000Z
---

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" darkWidth="1112" darkHeight="740" showCaption="true"}

***

Find the Santander Role, Select **Subscriptions**

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/GgThBBNL-UZgQ34M-avn6_screen-shot-2022-12-15-at-40514-pm.png "Click Subscriptions")

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

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/E5vSY6IGOY8xoN4DutHd1_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
- **Santander Fusion:** All Permissions
:::

***



::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/m09plRPmBHGqDO-4oHn18_screenshot-2024-05-07-at-31433-pm.png" size="62" width="1300" height="870" position="center" caption="Enable Permissions" darkWidth="1300" darkHeight="870" showCaption="true"}

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.**

::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" darkWidth="768" darkHeight="514" 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[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/PliZphIe8Ti9d7URQHC-9_image.png" size="80" width="652" height="233" position="center" caption="You do not have permission for the API operation READ_BY_QUERY on objects of type trxcurrencies. " alt="You do not have permission for the API operation READ_BY_QUERY on objects of type trxcurrencies. " showCaption="true"}

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)**.

::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"}