Introduction
Ensuring proper access control within Sage Intacct is crucial for maintaining data security, regulatory compliance, and operational efficiency. Businesses must configure user roles and permissions strategically to prevent unauthorized access and streamline workflows. This guide provides a step-by-step approach to setting up user roles and permissions in Sage Intacct.
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Why Role-Based Permissions Matter
Role-based permissions ensure:
- Data Security – Prevents unauthorized users from accessing sensitive financial data.
- Operational Efficiency – Ensures employees can access only the features relevant to their job.
- Regulatory Compliance – Helps businesses comply with SOX, GAAP, and other financial regulations.
Steps to Configure User Roles & Permissions
- Navigate to User Management – Go to Company > Users and select Roles to create or modify user roles.
- Define Role Types – Assign role categories such as Admin, Finance Manager, AP Clerk, or Auditor based on business needs.
- Set Up Module-Level Access – Control access to accounts payable, general ledger, purchasing, or custom modules.
- Apply Transaction-Level Permissions – Specify what actions users can perform, such as view, edit, delete, or approve transactions.
- Enable Multi-Factor Authentication (MFA) – Strengthen security by requiring MFA for critical access points.
- Test User Access – Before rolling out changes, conduct a user access test to confirm permissions work as intended.
- Review & Update Regularly – Periodically audit user roles to align with business growth and compliance updates.
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