Permissions overview

In general, permissions let you decide what a user is able to see and do within each application. Permissions also allow you to simplify a user's environment, because users only see menu items for areas of the product to which they have access.

Permission basics

Users are not able to view and change records until you assign them the permissions to do so.

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

The functions you can assign vary by application. Therefore, you will not see all actions in every Permissions window. You’ll see only the actions relevant to the application.

Lists

Every application contains lists of records that track everything from your suppliers to your current accounts. For each list, you can give the user permissions that define what they can do with that list.

Permission	What the user can do
List	User can display the list. For example, a user who has "List" permission to Current Accounts in Cash Management can go to Cash Management > All or Setup > Accounts > Currentand see the list of current accounts. However, unless they have other permissions to this list, they will not be able to view an existing current account or add, edit, or delete an account.
View	User can open and display a record. However, the user cannot make changes or delete the record unless they also have "Edit" and "Delete" permissions.
Add	User can add a new record.
Edit	User can edit a record.
Delete	User can delete a record.
Other permissions	Lists can have additional permissions that control access to a particular feature or type of information.

Transactions and other activities

Applications in Intacct handle transactions, and users can manage those transactions from lists. For example, permissions for the Accounts Payable AP supplier invoices list control whether users can enter AP supplier invoices.

Activities are generally processes, such as printing cheques, that you can give the user permission to run.

• To give a user permission to enter a transaction, use the List, View, Add, Edit, and Delete options for that list. Some lists contain additional options such as Reverse or Reclassify.
• To give a user permission to perform an action, such as emailing an AR sales invoice or printing a cheque, select the Run option for that activity.

Run reports

In the Permissions page, scroll down to the Reports section and enable access to any relevant reports.

The permission to Run a report includes the ability to view, print, and export the report.

Import data

In general, the ability to import data requires permission to the Import data page in Company > Setup. This permission is required even if the import is performed outside of the Company Setup Checklist.

Use shortcuts to grant or remove permissions quickly

Use the three radio buttons at the top of the Activities and lists and Reports sections to configure permissions quickly. To grant full access to Accounts Payable, select All in both sections.

Area	Shortcut or Radio button options
Activities and lists	None: User has no permissions to activities and lists. Read Only: User can list and view records. All: User has permissions to all activities and lists.
Reports	None: User has no permissions to run reports. Read Only: User can run a select subset of reports only. All: User can run all reports.