Creating Role and assigning permission to the FollowUp Web Services user on Intacct | Scribe

    Creating Role and assigning permission to the FollowUp Web Services user on Intacct

    • Caleb Varghese |
    • 0 step |
    • 2 minutes
    Click "Applications"
    Click "Company"
    Click on the + next to Roles.
    Enter the name "follow up role" and Click "Save"
    Check "Company"
    Click "Permissions"
    Select the options seen in image.
    Save
    Check the "Accounts Receivable" field.
    Click "Permissions"
    Check all fields seen in the image
    Click Save
    Check the "Projects" field.
    Click "Permissions"
    Check all fields as seen in image
    Click this button.
    Click this button.
    Click "Company"
    Click "Web Services users"
    Click "Edit" on the Web Services user created

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