Sage Intact user... is not authorized to retrieve...

Applies to:

• Velixo NX
• Sage Intacct

TABLE OF CONTENTS

• Overview
• Cause
• Resolution
• Workaround

Overview

While refreshing a report, one or more of the following messages are displayed:

In the Velixo NX Status side panel:

In the cell containing the Velixo function:

Text of Message

Sage Intacct user 'username' is not authorized to retrieve 'name of Sage Intacct object'.  Please contact your ERP administrator. 

Cause

As the message states, the Sage Intacct user account does not have sufficient access rights to retrieve the data being accessed by the Velixo function(s).

Resolution

Within Sage Intacct, navigate to the Users page:

From there, click the View permissions and roles link for the for the user mentioned in the Excel error message:

Then, navigate to the Roles tab to view the roles assigned to this user account:

From this point, there are two possible root causes and resolutions:

Path 1

A necessary role containing the access rights is missing for this user and needs to be assigned. This is done by closing this permission report, returning to the user list, and clicking the Edit link next to the user account:

Finally, navigate to Roles information tab and assign any necessary role(s) for accessing the needed data:

Path 2

The set of the assigned roles for the user are sufficient, but some of them are misconfigured and/or missing the necessary access rights.

In this case, from the Permission report pop-up, click the View link in the Subscriptions column: