Enhanced interface

Permissions for attachments

The main requirement for working with attachments is that you have permissions to attachments in the Company application and you have Add or Edit access to an Intacct application. To set permissions, see Assign permissions to users or Assign permissions to roles depending on your company's configuration.

Be sure that every user who needs to view attachments has List and View permissions to attachments.

Minimum permissions required to use Attachments

You need permission to at least one Intacct application to add or edit attachments.

Minimum Intacct application permissions needed to use attachments

To access and manage attachments, you need appropriate attachment permissions and access to one of the following application permissions:

Application	Permission
Accounts Payable	Vendor: Add, Edit Bills: Add, Edit, Reclassify Recurring bills: Add, Edit Adjustments: Add, Edit, Reclassify Adjust account: Run
Accounts Receivable	Customers: Add, Edit Projects: Add, Edit Invoices: Add, Edit, Reclassify Adjustments: Add, Edit, Reclassify Recurring invoices: Add, Edit
Cash Management	Cash Management Other receipts: Add, Edit
Company	Transaction Allocations: Add, Edit
General Ledger	Journal entries: Add, Edit Recurring journal entries: Add, Edit
Inventory Control	Inventory Control transactions: Add, edit Inventory Control items: Add, edit
Order Entry	Order Entry transaction: Add, Edit Order Entry recurring transactions: Add, Edit
Projects	Project invoices: Add, Edit Project tasks: Add, Edit Project timesheets: Add, Edit Project My timesheets: Add, Edit
Purchasing	Purchasing transactions: Add, Edit Purchasing recurring transactions: Add, Edit
Sage Intacct Meteo	Sage Intacct Mateo Loans: Add, Edit
Expenses	Employee expense management: Add, Edit, Reclassify Employee timesheets: Add, Edit Employee My timesheets: Add, Edit

You only need permission for one of the applications listed to be able to add and manage attachments.

For example, with the following permissions you can view, edit or delete attachments, but not add them:

Attachment folders: List, View, Edit, Delete
Attachments: List, View, Edit, Delete

AND

Journal entries: Add

Restrict users to a specific attachment folder

Attachment folders cannot be restricted to specific users. If a user has permissions to view attachments and attachment folders, they're able to view all attachments, attachment folders, and attachment subfolders.

That said, you can restrict any Employee user type to their default folder assigned in their employee record. However, Employee user types can only view attachments and attachment folders. If a user needs to add, edit, or delete attachments or attachment folders, they must be a Business type user. Additionally, Business type users cannot be restricted to any single folder.

Go to Reports > Setup > Dimensions > Employees.

A list of all employee records appears.
Find the employee that you want to restrict.
Select Edit at the end of the row.
Select an Attachment folder from the dropdown list. If you want to assign your employee a new folder, you can create a new one from the Employee Information page:
1. From the dropdown list, select Add.
2. In the Attachment folder window, give the attachment folder a Name.
3. Optionally, add a Description.
4. Optionally, select a Parent folder.
5. Select Save.
Select Save.

Go to Reports > Setup > Dimensions > Employees.

A list of all employee records appears.
Find the employee that you want to restrict, then select Edit.
Select an Attachment folder from the dropdown list. If you want to assign your employee a new folder, you can create a new one from the Employee Information page:
1. From the dropdown list, select Add.
2. In the Attachment folder window, give the attachment folder a Name.
3. Optionally, add a Description.
4. Optionally, select a Parent folder.
5. Select Save.
Select Save.