Intacct
...
Plugin Setup
Installation

Step 11: Set Permissions for a Role

Go to Roles
Go to Roles


In Intacct: Go to Company → Admin tab → Roles and find the SVB Go Link Role. 



Document image


Click 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:

Document image

  • 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
  • SVB Go Link: All 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
  • SVB Go Link: All Permissions

Then, click Save.





Resolve Errors
Resolve Errors


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.






Updated 22 Jul 2024
Did this page help you?
PREVIOUS
Step 10: Install Plugin
NEXT
Step 12: Assign Role to Web Service User
Docs powered by Archbee