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Permissions for refreshing a Sage Intacct report

Overview

In an effort to help guide the Sage Intacct administrator in configuring sufficient permissions to allow Velixo users to access data (while avoiding granting too many access rights), the following permission sets have been identified.

Recommended Permissions

Recommended permissions for running Financial reports

To execute financial functions (such as SI.CLOSINGBALANCE, SI.OPENINGBALANCE, SI.TURNOVER), you need to add at least the following permissions.

Company Subscription

Permissions

Departments

View

Entities

View

Locations

View

Reporting Periods

View

Employees

View

General Ledger subscription

Permissions

Journal entries

View

Statistical journal entries

View

User-defined books

View

Accounts

View

Statistical accounts

View

Account groups

View

Budgets

View

Journals

View

Reporting periods

View

Trial balance

Run

General Ledger

Run

Recommended permissions for running Job Summary reports

Project Subscription

Permissions

Projects

View

Project estimates

Add

Project contracts

View

Job summary report

Refresh

General Ledger subscription

Permissions

Accounts

View

Statistical accounts

View

Account groups

View

Budgets

View

Trial Balance

Run

General Ledger

Run

Recommended permissions for running drilldown (including Job Summary)

Company Subscription

Permissions

Entities

View

Locations

View

Departments

View

Employees

View

General Ledger subscription

Permissions

Accounts

View

Statistical accounts

View

Budgets

View

Journals

View

Drill down to all transactions from reports

Enable

Recommended permissions for using Writeback features

Budget Writeback

List, View, Add, Edit, and Delete permissions to the General Ledger Budgets

Journal Writeback

List, View, Add, Edit, and Delete permissions to the General Ledger Journals

Universal Writeback

Access to the specific object

List, View, Add, Edit, and Delete permission to all data underlying the object

e.g.

Minimum Permissions

Minimum permissions for running Financial reports

Company Subscription

Permissions

Departments

View

Entities

View

Locations

View

Reporting Periods

View

Employees

View

General Ledger subscription

Permissions

Journal entries

View

Accounts

View

Statistical accounts

View

Account groups

View

Budgets

View

Trial balance

Run

General Ledger

Run

Minimum permissions for running Job Summary reports

Project Subscription

Permissions

Projects

View

Project contracts

View

General Ledger subscription

Permissions

Accounts

View

Statistical accounts

View

Account groups

View

Budgets

View

Trial Balance

Run

General Ledger

Run

Minimum permissions for running drilldown (including Job Summary)

Company Subscription

Permissions

Entities

View

Locations

View

Departments

View

Employees

View

General Ledger subscription

Permissions

Accounts

View

Statistical accounts

View

Budgets

View

Journals

View

Drill down to all transactions from reports

Enable

Minimum permissions for using Writeback features

Budget Writeback

List, View, and Edit permissions to the General Ledger Budgets

(Add permission required to create new budgets)

Journal Writeback

List, View, Add, and Edit permissions to the General Ledger Journals

Universal Writeback

Access to the specific object

List, View, Add, and Edit permission to all data underlying the object

e.g.

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