---
title: Step 11: Set Permissions for a Role
slug: vantage-connect/step-11-set-permissions-for-a-role
description: Learn how to enable permissions for specific roles in Intacct with this comprehensive document. Find out how to grant permissions to web service users, even if roles are not utilized. Discover the permissions for Cash Management, Accounts Payable, Company
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"}

***

On the Vantage Connect role, Select **Subscriptions**

::Image[]{src="https://api.archbee.com/api/optimize/z7B2F1SpvEnr9KImiRpyQ-8dZUQj0En5NHDZT4aZBdC-20250205-200129.png" size="76" width="1915" height="240" position="center" caption="Select Subscriptions" darkWidth="1915" darkHeight="240" 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 "List of web services users")

- **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
- **Vantage Connect:** 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
- **Vantage Connect:** All Permissions

Then, select **Save**.

::Image[]{src="https://api.archbee.com/api/optimize/z7B2F1SpvEnr9KImiRpyQ-0u0Pt-8_ExdqzFaYKaOcG-20250205-200647.png" size="80" width="1242" height="836" position="center" caption="List of Sys Enterprise roles" darkWidth="1242" darkHeight="836" showCaption="true"}

***

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" position="center" caption="Account Matching - "Error loading bank accounts" error message" 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"}