Understanding User Roles and Permissions in Sage Intacct

Sage Intacct offers the capability to create and assign roles to users, dictating their access and security within the system. Administrators may find the array of sample roles provided to be somewhat daunting. The 'Try a Role' feature, accessible under the admin section, simplifies this process by allowing a visual preview of user experiences based on their assigned roles.

Note: Full business users with administrative rights are required to utilize this feature and manage role-based security and subscriptions.

Using 'Try a Role' to Preview User Interfaces

The 'Try a Role' function provides a hands-on approach to understanding what each role can access and do within Sage Intacct. For example, when examining the AR Clerk role, administrators can navigate to the subscriptions section to see which areas of the software are accessible to the user and modify permissions accordingly.

By selecting 'Try a Role', admins can simulate the user experience, revealing a tailored applications menu that only includes the features and tasks relevant to the role being tested. This helps ensure that users are not overwhelmed by unnecessary options and can focus on their specific responsibilities.

Adjusting Role Permissions for Optimal User Experience

The trial process may uncover additional tasks that a role should perform, such as allowing an AR Clerk to manage miscellaneous banking entries. Administrators can then return to the role settings to adjust permissions for areas like cash management, ensuring the role has the necessary access without compromising security.

Example: An AR Clerk might need permissions to record bank fees, process fund transfers, or generate ACH files, which can be configured in the cash management permissions.

Finalizing and Assigning Configured Roles

After fine-tuning the role's permissions, the 'Try a Role' feature can be used again to confirm the changes. Once satisfied, the updated role can be assigned to users through the admin panel, completing the configuration process and enhancing the overall efficiency of the system's use.

Tip: Always test roles thoroughly before assigning them to users to prevent any unintended access or restrictions.

Conclusion and Next Steps

The 'Try a Role' feature in Sage Intacct is an invaluable resource for administrators tasked with managing user access and security. By providing a visual representation of user capabilities within the system, it enables precise and effective role configuration.