Company AND ADMINISTRATION

Apply user permissions and roles more quickly

We've streamlined how you apply permissions and roles when you add a new user.

Previously, user permission information was spread across multiple tabs. To improve clarity and ease of use, we've consolidated user permission settings onto a single page. This means you can now manage user permissions in one convenient location.

• If your company is configured for user-based permissions, you will see the new Sage Intacct Financials permissions section where you can assign a User type and Admin privileges to the user.

• If your company is configured for role-based permissions, the Roles table will appear where you can assign one or more user roles to the user.

How it works

1. Go to Company > Admin > Users, roles, and groups and select Add beside Users.

2. Select a User type and Admin privileges.

3. If your company is configured for role-based permissions, select Add in the Roles table to assign a user role to the user.
   Repeat to add more than one user role.

4. Select Save.

Permissions and other requirements

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