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