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

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/23JNqRvEd2rdELn4mvGJF6S4sJpyxbkbdQ.png

Journal Writeback

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

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/HP01WE71NMq7kc92X9C5bn7aSrsdoheZfQ.png

Universal Writeback

Access to the specific object

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

e.g.

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/tKYPWTQPPrDBq8L6nrnDvuvLtr-SPPTc9A.png

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)

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/v4_T6BqwimGRxSMIyxEIZ4G0TC_un6hfUg.png

Journal Writeback

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

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/Xzz4qfxuOBQYBmDxFWNIAm6Pt0RXPz-9sg.png

Universal Writeback

Access to the specific object

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

e.g.

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/_MtZfmvyiYmZLexDZGjM7_e3Cn11clCqfA.png