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Create a Web Services user

Get help if you have questions or experience issues when creating a Web Services user in Sage Intacct

What is a Web Services user?​

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.

How do I set up a Web Services user?​

Create a Web Services user​

  1. 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.

    Screenshot of Sage Intacct interface displaying the dropdown menu that follows the Company to Admin to Web Services users path. The Web Services users menu option is highlighted.

  2. 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.

    Screenshot of Sage Intacct interface displaying the Web Services user information window. Next to it, an image of the connection flow is added with User ID and Username fields visible. There are arrows showing the process of copying and pasting User ID and Username values from the flow to the Sage Intacct window.

  3. 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.

    Screenshot of Sage Intacct interface displaying the contact name creation pop-up. The First name, Last name, Suggested contact name, and Print as values are filled in and outlined. The Save button is also outlined.

Create a role for the Web Services user​

  1. 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.

  2. Click on the Role dropdown, then Add to create a new full access role.

    Already have a full access role?

    If you're using an existing role with full permissions, select it in the Role dropdown and move to complete the Web Services user setup.

    Don't see the Role dropdown?

    If you don’t see the Role table on the Web Services user information page, it’s likely your Sage Intacct has user-based permissions.

    Switch to assigning permissions to the user instead.

    Screenshot of Sage Intacct interface displaying the Sage Intacct financials permissions section. User type is set to Business and outlined, Admin privileges are set to Full and outlined, and the Add option in the Role dropdown is highlighted.

  3. 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.

    Screenshot of Sage Intacct interface displaying the Role information screen. Next to it, an image of the connection flow is added with Name and Description fields visible. There are arrows showing the process of copying and pasting Name and Description values from the flow to the Sage Intacct window.

Complete Web Services user setup​

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.

Screenshot of Sage Intacct interface displaying the Web Services user information screen. The final user Save button is highlighted.

How do I set role permissions?​

Didn't see roles or create a role?

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.

For more information on user permissions in Sage, see Sage's About user permissions.

  1. In Sage Intacct's menu dropdown, navigate to Company > Admin > Roles, locate the role you created, and click View.

    Screenshot of Sage Intacct interface displaying the Roles list with the View button outlined on the line with the role created in the previous steps.

  2. In the Roles information screen, click View subscriptions to open the Roles subscriptions for your role.

    Screenshot of Sage Intacct interface displaying the Roles list with the View button outlined on the line with the role created in the previous steps.

  3. 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:

AdministrationAccounts PayableOrder Entry
CompanyAccounts ReceivablePurchasing
Cash ManagementProjectsContracts
General LedgerInventory ControlTaxes

Screenshot of Sage Intacct interface displaying the Modules list in the background, with the Company line outlined. In the foreground, the permissions pop-up for Company is visible. The All radiobutton is selected, and the Save button is outlined.

  1. When you set permissions for each required module, click Save in the Roles subscriptions screen, then click Done to return to the Roles screen.

    Screenshot of Sage Intacct interface displaying the Roles list with the View button outlined on the line with the role created in the previous steps.

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:

Activity and listPermission
DepartmentsList and View
LocationsList and View
ClassList and View
EmployeesList and View
TerritoryList and View
Document NumberingList and View
Contact Tax GroupList and View
Attachment FoldersList and View
AttachmentsList and View
Transaction AllocationsList and View
Transaction CurrenciesList and View
Exchange Rate TypesList and View
Exchange RateList and View

How do I set user permissions?​

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:

  1. 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.

    Screenshot of Sage Intacct interface displaying the Sage Intacct financials permissions section. User type is set to Business and outlined, Admin privileges are set to Full and outlined.

  2. 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.

    Screenshot of Sage Intacct interface displaying the Sage Intacct financials permissions section. The Save button is outlined

  3. 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.

AdministrationAccounts PayableOrder Entry
CompanyAccounts ReceivablePurchasing
Cash ManagementProjectsContracts
General LedgerInventory ControlTaxes

Screenshot of Sage Intacct interface displaying the Modules list in the background, with the Company line outlined. In the foreground, the permissions pop-up for Company is visible. The All radiobutton is selected, and the Save button is outlined.

  1. 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.

    Screenshot of Sage Intacct interface displaying the User application subscriptions screen with the Save button outlined.

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:

Activity and listPermission
DepartmentsList and View
LocationsList and View
ClassList and View
EmployeesList and View
TerritoryList and View
Document NumberingList and View
Contact Tax GroupList and View
Attachment FoldersList and View
AttachmentsList and View
Transaction AllocationsList and View
Transaction CurrenciesList and View
Exchange Rate TypesList and View
Exchange RateList and View

How do I check my role's permissions?​

If you are using an existing role to assign it to your new Web Services user, you may want to check it has the full set of required permissions:

  1. In Sage Intacct's menu dropdown, navigate to Company > Admin > Roles, locate the role you plan to assign, and click View.

  2. In the Roles information screen, click View subscriptions to open the Roles subscriptions for your role.

For full access permissions, ensure that all permissions are selected for each of the following modules and applications.

AdministrationAccounts PayableOrder Entry
CompanyAccounts ReceivablePurchasing
Cash ManagementProjectsContracts
General LedgerInventory ControlTaxes

If you want to check the permissions at a granular level, review the How do I assign permissions to the role? section.

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