Assign permissions to users

Users don't have the ability to view or change records until you assign them permission to do so.

Permissions enable users to perform a particular function or task within a specific area of the product. For example, you might assign a user permission within the General Ledger to view financial reports but not to create, edit, or delete them.

To update permissions, you must be a full administrator or be a limited administrator with privileges to assign permissions.

This procedure applies to standard application reports only.

1. Ensure you are working at the top level of your Intacct company by selecting Top level above the application bar.
2. Go to Company > Admin > Users.

   The Users list appears.

3. Locate the user in the list.

   Depending on the permissions model for your company, you will either edit the user's subscriptions or assign a role to a user.

4. Select Subscriptions for the user.
5. Next to the application for which you want to set or change permissions, select Permissions.

   The Permissions window displays with all of the activities and reports you can assign to the user.

6. Select the checkboxes for the activities and reports you want the user to have access to.
   
7. Select Save.

1. Ensure you are working at the top level of your Intacct company by selecting Top level above the application bar.
2. Go to Company > Admin > Users.

3. Find the user that you want to assign permissions to.

   Depending on the permissions model for your company, you will either edit the user's subscriptions or assign a role to a user.

4. Select More actions > Edit at the end of the row.

5. Select Subscriptions.
6. Next to the application for which you want to set or change permissions, select Permissions.

   The Permissions window displays with all of the activities and reports you can assign to the user.

7. Select the checkboxes for the activities and reports you want the user to have access to.
   
8. Select Save.