Enhanced interface

Assign permissions to external users—Role-based consoles

Assign permissions to external users so that they can complete tasks in an instance. When a console user slides in to an instance, the console user is identified as a named external user.

Assigning permissions to external users is a multi-step process:

Assign permissions to roles.
Assign a role to console users.

When you assign a role to console users, external users are assigned the permissions from that role. In an instance, external users can complete activities that they have permissions for.

Named role-based permissions apply to the following consoles:

Accountant (SIAP / BPO)
Management

Assign permissions to roles in the console

Intacct recommends that you create separate roles for login and slide in. Separate roles help to maintain audit trail integrity and the security of your company. Select Login only or Slide-in only in the Use for field when you create or edit a role.

Login and slide-in. Enables console user permissions in the console. Also, enables external user permissions in an instance.
Login only. Enables console user permissions in the console.
Slide-in only. Enables external user permissions in an instance.

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View, Add, Edit

Go to My practice or Console > All > Users and contacts > and select Roles.
From the Roles list, select Add or Edit next to a role.
If you add a role, complete the role information, and Save your changes.

If you edit a role, select Subscriptions.
Choose the applications that you want this role to access.
Select Permissions next to a selected application to set specific permissions for that application.
Select permissions for the activities that you want external users to perform.
Save your changes.
On the Roles Subscriptions page, also Save your changes.

For more information, go to Define roles for console users.

Assign a role to external users

After you assign permissions to a role, assign that role to console users. External users can complete the activities that they have permissions for.

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View, Edit

Go to My practice or Console > All > Users and contacts > and select Users.
Find the console user and select Edit.
Select the Roles information tab.
Select an empty row under Role name, then choose a role from the dropdown.
Save your changes.
When the Verify your identity page appears, enter your password.