How to create a role with full permissions in Sage Intacct

To connect to Sage Intacct, Zudello requires a Web User account with full permissions. To save time setting up your Web User we suggest creating the Role first and then creating a Web User.

Step 1:
Choose Application > Company > Admin > Roles to create a new full permission role.

Step 2:

Choose Add to create a new role.

Step 3:

Provide your role with a Name and description (optional).

Step 4:

Choose Save to save the role.

Step 5:

After the role has been created you will need to configure the permissions. Zudello requires full permissions to Sage Intacct.

Step 6:

For each module, choose Permissions.

Step 7:

Choose All at the top to add all permissions to the role. Choose Save to save your changes.

Repeat steps 6 & 7 for adding full permissions to every module listed under the role.

Step 8:

After complete, choose Save to save the changes to the role.