How to create a Web Services User on Sage Intacct for FollowUp
- Caleb Varghese |
- 0 step |
- 2 minutes
Click Applications
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Click Company
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Click Subscriptions
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Make sure the Web Services subscription is turned on
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Click on the "Applications" drop down
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Click "Company"
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Click "Admin"
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Click on the + next to Web Services Users.
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Name the User ID "follow-up-crm". This will be the username to be used while integrating in FollowUp.
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Fill in the rest of the details and select User Type as "Business"
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Set Admin privileges to "Full"
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Click "Save"
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Authorize and the Web Services user is now created
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Check the email inbox associated with the email entered while creating the webservices user for the Password, to be used while integrating in FollowUp.
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