Sage Intacct® Setup Guide

Web Service Users are used to access the Sage Intacct® data. They are automatically limited to the API through Web Service access. In other words, they can't be used to log into the company through the User Interface.

1. In Sage Intacct®, navigate to Company → Admin → Web Services Users.

2. Click Add.

3. Input values for the fields as follows:

   • Enter a User ID for this user. This cannot be the User ID of an existing standard user.

   • Enter a User name, which will identify user in the Web Services Users list.

   • Enter the Account Email address for this user.

   • Select/create the Contact name for this user.

   • For the User Type, select Business User

   • The Admin privileges should be set to Full

   • Status should be set to Active

   • Select a Role that has "Full Admin" rights.
     Note: User entity restrictions should be discussed with your Integration Implementation Specialist before any restriction is applied.

4. Click Save.
   Note: The 'Welcome to Sage Intacct®' email will need to be forwarded to your Integration Implementation Specialist.

1. In Sage Intacct®, navigate to Company → Admin → Roles

2. Find the Role assigned to the Web Service User.

3. Click on Subscriptions.

4. Click on Permissions on the first module.

5. Confirm Permission is set to "All" and click Save.

6. Repeat this process for each module after that.

7. Click Save.