Assign a role to a user group

Assign roles to user groups to allow permissions to select parts of Sage Intacct as defined by the role. After you assign a role to a user group, every user included in the group inherits the permissions defined by the role. You do not need to assign a user the role individually.

The Roles information tab appears only if your company uses role-based permissions instead of user-based permissions. Learn how to change from user-based to role-based permissions.

From the User Groups list, you can select Roles assigned to view and verify all roles assigned to the user group.

1. Go to Company > Admin > Users, roles, and groups > Groups.

2. Locate the user group and select Edit.

3. Select the Roles information tab.

4. Select an empty row under Role name, then select a role from the dropdown.
   If you do not see the role you need, you can create and assign a new role by selecting Add. Learn how to define roles.

5. Select Save.

To unassign a role from a user group, select Delete (Trash can) next to a Role name.