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 Subscription	Permissions
Entities	View
Locations	View
Reporting Periods	View
Employees	View

General Ledger subscription	Permissions
Accounts	View
Statistical accounts	View
Account groups	View
Budgets	View
Trial Balance	Run
General Ledger	Run

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

Permissions for running drilldown (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