Minimal permissions for refreshing a Sage Intacct report

Created by Harry Lewis, Modified on Fri, 26 Jul at 4:07 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Sage Intacct


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 minimum permission sets have been identified.



Minimum Permissions


Permissions for running Financial reports


Company SubscriptionPermissions
EntitiesView
LocationsView
Reporting PeriodsView
EmployeesView



General Ledger subscriptionPermissions
AccountsView
Statistical accountsView
Account groupsView
BudgetsView
Trial BalanceRun
General LedgerRun





Permissions for running Job Summary reports


Project SubscriptionPermissions
ProjectsView
Project contractsView



General Ledger subscriptionPermissions
AccountsView
Statistical accountsView
Account groupsView
BudgetsView
Trial BalanceRun
General LedgerRun




Permissions for running drilldown (Job Summary)


Company SubscriptionPermissions
EntitiesView
LocationsView
Departments
View
EmployeesView



General Ledger subscriptionPermissions
AccountsView
Statistical accountsView
BudgetsView
JournalsView
Drill down to all transactions from reportsEnable




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