Required settings in Sage People—Sage People Integration

These are the required permissions and settings needed in Sage People for the Sage People Integration to work correctly.

Set the Salesforce OAuth Policy

After you’ve received the confirmation email that the Sage People Integration package has been installed, set the OAuth Policy for the Intacct connected application.

1. Log in to your Sage People environment as an administrator.
2. From Setup, enter Connected Apps in the Quick Find box and select Manage Connected Apps.
3. On the Manage Connected Apps page, select Edit next to Sage Intacct Connect.
4. In the OAuth policies section, set Permitted Users to Admin approved users are pre-authorized.
5. At the confirmation for enabling this option, select OK.
6. Select Save.

Assign permissions to the integration user

After setting the OAuth Policy, you assign the Intacct Connect permission set to the integration user. The designated integration user must have permissions to the Intacct connected app.

1. In Sage People, from Setup, enter Users in the Quick Find box and select Users.
2. On the User list, in the Full Name column, select the name of the integration user.
3. Hover over Permission Set Assignments and select Edit Assignments.
4. Enable the Sage Intacct Connect permission set and select Save.

About Salesforce permission sets

Intacct installs and manages several permission sets used by the integration. Because a single package is used to support all Intacct configurations, permissions are used to hide/show fields on objects needed by Intacct. For more information about permission sets, see the Salesforce documentation.