Enhanced interface

Restrict user by department

Users can be restricted to work with and see specific departments in a multi-entity company, whether at the top level or entity level. Access to departments can be restricted on a user-by-user basis. Restricting a user by department helps ensure that only authorized users can work in those departments.

Restricting users to specific departments gives them explicit access to view or edit transactions for those departments only.

If a transaction is not assigned to a department, it's visible to all users in lists, transaction pages, and other data records. However, those transactions are not visible on standard and financial reports for users who are restricted to one or more departments.

To ensure that visibility for all transactions is limited to the appropriate users, require an entry in the Department field for all transactions.

You can create a department record named "No department" to use when a department is not applicable. Users will not see the transactions tagged as "No department" in lists, transaction pages, and reports unless you give them access to that department record.

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View, and Edit

Ensure you're working at the top level of your Intacct company by selecting Top level above the application bar.
Go to Company > Admin > Users, roles, and groups > Users.
Find the user and select Edit.
Select the User departments tab.
Select the dropdown and select which departments to restrict the user to.
Select Save, then enter your password to verify your identity.

To remove a user's access from a department, select the Delete (Trash can) beside a department.