Permissions for Customization and Platform Services

Permissions for Customization Services and Platform Services work differently than in other applications. Custom reports and Printed document templates in the Customization Services or Platform Services permissions list includes List, Add, Edit, View, and Delete permissions. You set these permissions like any others that you set for business users.

However, permissions for other features, such as custom fields, Smart events, Smart rules, Smart links, and so on, are based on administrative privileges. Customizations span across Sage Intacct and can affect data integrity. Permissions for these areas are designed to keep your company and data safe.

Customization and Platform Services feature permissions

Feature Permissions needed
  • Custom fields
  • Smart events
  • Smart rules
  • Smart link clicks
  • Smart link fetches
  • Business user type
  • Limited or Full administrative privileges
  • Permissions to the Customization Services or Platform Services application
  • Custom applications, including hosted files
  • Custom packages
  • Custom objects
  • Custom menus
  • Conversion and import maps
  • Email templates
  • Platform Triggers
  • Unique indexes
  • Workflows
  • XML document templates

Only full administrators can edit page layouts on standard pages.
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application

Only full administrators can access Platform Services features because only they can change the behavior of Sage Intacct pages.
  • Approving the installation of custom applications with user-defined dimensions (UDDs)
  • Business user type
  • Full administrative privileges
  • Permissions to the Platform Services application
  • Permission to approve installation of custom applications with user-defined dimensions (granted by a different administrator)

We recommend limiting this permission to one or two admin users who control the authorization and installation of applications with UDDs.

The installation of applications with UDDs must be authorized. There might be an associated cost for the company installing the application, UDDs cannot be uninstalled after they are in use, and transaction and report processing times can increase as UDDs are added.