A Web Services user is a type of user that can only access information in Sage Intacct programmatically, meaning it can't log in, view, and work with Sage Intacct in the same way you can.
A Sender ID must be paired with a Web Services user to enable Codat's connection to your Sage Intacct instance to work. You have previously created the Sender ID when adding a Web Services authorization.
For more information on Web Services users in Sage, see Sage's Web Services users.
In Sage Intacct's menu dropdown, navigate to Company > Admin > Web Services users, then click Add. This will open the Web Services user information page in Sage.
Switch between Codat's connection flow and Sage Intacct to copy and paste the autogenerated values from the flow into the User ID and Username fields on the Web Services user information page.
Enter a valid Account email address. Ensure you are able to access this email’s inbox. Leave Status as Active.
Click on the Contact name dropdown, then click Add. Paste the Username you copied as the First name, Last name, Suggested contact name and Print as values in the pop-up window. Click Save.
Switch between Codat's connection flow and Sage Intacct to copy and paste the autogenerated values from the flow into the Name and Description fields in the Roles information pop-up window. Click Save.
To finalize the creation of the Web Services user, click Save in the user information screen, then click Create in the pop-up and verify the action with your Sage Intacct password.
If you didn’t see the Role table on the Web Services user information page and didn't create a new role in the process, switch to assigning permissions to the user instead.
Following the steps outlined above, you've created a new role and assigned it to your Web Services user. Next, you need to assign permissions to this role.
Permissions enable the Web Services user to perform a particular function. We recommend assigning full permissions to ensure the connection to your Sage Intacct account works as intended.
In Sage Intacct's menu dropdown, navigate to Company > Admin > Roles, locate the role you created, and click View.
In the Roles information screen, click View subscriptions to open the Roles subscriptions for your role.
On the Company line, click Permissions. In the pop-up window, select the All radio button on the right, then click Save. Repeat this sequence for each of the following modules and applications:
Administration
Accounts Payable
Order Entry
Company
Accounts Receivable
Purchasing
Cash Management
Projects
Contracts
General Ledger
Inventory Control
Taxes
When you set permissions for each required module, click Save in the Roles subscriptions screen, then click Done to return to the Roles screen.
Assign granular permissions
If you want more control over the exact permissions of the Web Services user, you can set the granular permissions for each module activity as follows:
If you don’t see the Role table in the Sage Intacct Financials permissions section when creating a new Web Services user, it’s likely because your Sage Intacct instance is configured with user-based permissions.
To finish setting up your Web Services user and the relevant permissions, follow these steps:
Continue on the Web Services user information page in Sage.
In the Sage Intacct Financials permissions section, select Business as the User type and Full for Admin privileges.
Click Save in the Web Services user information screen, then click Create in the pop-up and verify the action with your Sage Intacct password.
The User application subscriptions window will appear for the Web Services user you created.
For each of the following modules and applications, click Permissions. Select the All radio button on the right of the pop-up window, then click Save.
Administration
Accounts Payable
Order Entry
Company
Accounts Receivable
Purchasing
Cash Management
Projects
Contracts
General Ledger
Inventory Control
Taxes
When you set permissions for each required module, click Save in the User application subscriptions screen, then click Done to return to the Web Services users screen.
Assign granular permissions
If you want more control over the exact permissions of the Web Services user, you can set the granular permissions for each module activity as follows:
