Enhanced interface

Assign permissions—Sage Intelligent Time

You need to assign permissions to either roles or individual users, depending on if your company is set up to be role-based or user-based. Some permissions are the same as standard Sage Intacct time, while others are specific to Intelligent time.

View permissions for Intelligent time

Time

Permission	Description
My timesheets	Controls My timesheets and My time clocks. List: Displays a list of a user's own timesheet and time clock records. View: Provides a read-only view for a user's own timesheet and time clock details. Requires the List permission. Add: Allows users to add and duplicate their own timesheet records. Users can also clock in to a project or task. Requires the List permission. Edit: Enables users to change their own timesheet and time clock details. Requires the List permission. Delete: Users can delete their own timesheet records. Requires the List permission.
Staff timesheets	Controls Staff timesheets, Staff time clocks, Timesheet repository, and Advanced preferences tab on the Time preferences page. List: Displays a list of staff timesheet records, staff time clock records, the timesheet repository, and the Advanced preferences tab. View: Provides a read-only view for staff timesheet details, staff time clock details, timesheet repository details, and the Advanced preferences tab. Requires the List permission. Add: Allows users to add and duplicate staff timesheet records, staff time clock records, timesheet repository records. Requires the List permission. Edit: Enables users to change staff timesheet details, staff time clock details, and timesheet repository details. Requires the List permission. Delete: Users can delete staff timesheet records, staff time clock records, and timesheet repository records. Requires the List permission.
Time sources	View: Displays the Time sources page. Allows users to connect time sources.
Time preferences	View: Enables the following pages: Time gathering, Notifications, Security, Advanced, Overtime, and Leave management.
Approve timesheets	List: Displays the Approve timesheets page in Time. Users can approve or decline timesheets. To approve or decline timesheets, users must also be assigned one or more Expense Approval Levels in Time.

Previous step: Link an employee to a user

Assign permissions to roles

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

Go to Company > Admin > Roles.
Find the role that you want to change permissions for and select Subscriptions.
Find the application that you want to set or change permissions for, and select Permissions.
The Permissions window displays with the lists, activities, and reports you can assign to the role.
Select the checkboxes for the activities and reports that you want the role to access.
Select Save.
Change other permissions, as needed.
When you're finished changing all permissions, select Save at the top of the Roles subscription page.

Assign permissions to users

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

This procedure applies to standard application reports only.

Ensure you are working at the top level of your Intacct company by selecting Top level above the application bar.
Go to Company > Admin > Users.
The Users list appears.
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.
Select Subscriptions for the user.
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.
Select the checkboxes for the activities and reports you want the user to have access to.
Select Save.

Ensure you are working at the top level of your Intacct company by selecting Top level above the application bar.
Go to Company > Admin > Users.
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.
Select More actions > Edit at the end of the row.
Select Subscriptions.
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.
Select the checkboxes for the activities and reports you want the user to have access to.
Select Save.

Next step: Configure data retention for all employees