Permissions for Sage Intacct Sync Users

How you provide full permissions to a Sage Intacct sync user depends on your Sage Intacct account setup.

Subscription based

1. Go to the Company > Users > Billcom user > Subscriptions and enable Permissions for all Modules
   
2. Select on each Application/Module and select All from the top right and save changes
   • Some modules have an additional Reports permission section, select All for Reports as well
     

Role based

If using Role-based permissions, create a new Role for the XML_Bill.com user, with access to all modules in Sage Intacct.

1. Select Company > Roles > Add
   
2. Select on each Application/Module and select All from the top right and save changes
   • Some modules have an additional Reports permission section, select All for Reports as well
     
3. Select Save once all permissions have been enabled for the role
4. Assign the new role to the XML_Bill.com user
   1. Go to Company > Users
   2. Select Edit next to the Sync user that was just created
   3. Select Roles information
   4. Select the Billcom Role that was just created
      
5. Select Save