{"id":20704,"date":"2024-02-21T09:43:43","date_gmt":"2024-02-21T09:43:43","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20704"},"modified":"2026-05-05T20:49:12","modified_gmt":"2026-05-05T20:49:12","slug":"sage-intacct-configuring-role-permissions-for-synder-webservices-user","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/sage-intacct-configuring-role-permissions-for-synder-webservices-user\/","title":{"rendered":"Sage Intacct: Configuring Role Permissions for Synder Webservices User"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">One of the possible steps that you will need to take when connecting your Sage Intacct to Synder may be the configuration of a special role called <strong>GL Read\/Write<\/strong> with granular permissions. Please refer to our <a href=\"https:\/\/synder.com\/help\/how-to-connect-sage-intacct-to-synder-a-complete-guide\/\">Sage Intacct setup guide<\/a> for the comprehensive guidance on the full flow of configuration.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>NB: This is the <strong>minimum<\/strong> permissions list that Synder cannot run without. You can grant more permissions than specified here, e.g., just assign Admin role to Synder, but this is not required or advised.<\/p><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Creating GL Read\/Write Role<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1. Navigate to Company -&gt; Admin -&gt; Roles<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1003\" height=\"543\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700.png\" alt=\"\" class=\"wp-image-20705\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700.png 1003w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700-300x162.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700-768x416.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112700-150x81.png 150w\" sizes=\"auto, (max-width: 1003px) 100vw, 1003px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2. Click <em>Add<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"283\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-1024x283.png\" alt=\"\" class=\"wp-image-20706\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-1024x283.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-300x83.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-768x212.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-60x17.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906-150x41.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112906.png 1276w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3. Specify the name for the role: <code>GL Read\/Write<\/code> and hit Save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"274\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-1024x274.png\" alt=\"\" class=\"wp-image-20707\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-1024x274.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-300x80.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-768x205.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-60x16.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938-150x40.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_112938.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Assigning permissions for GL Read\/Write Role<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now you are directed to a page titled <em>Subscriptions<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-1024x534.png\" alt=\"\" class=\"wp-image-20709\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-1024x534.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-300x157.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-768x401.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516-150x78.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/02\/Screenshot_20240221_113516.png 1246w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"> Now you will need to click on each of the Permissions links shown above and specify the following permissions for your new <strong>GL Read\/Write<\/strong> role.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>General Ledger Permissions: All<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"626\" height=\"407\" src=\"https:\/\/lh7-us.googleusercontent.com\/i-18k7ya3pZwCivhntE0KX50022FlYcgRx9xbGTd35uD8ubkQjiEZGD4Uq2N-oayLxAquX5ojGviF2cgJMPP42VXhsmtQ4_k3WrJce3VS5zrf5ZRm7zjdRpyAzN73iPRu0Nxa-DdRMlT_8diGTBdMqk\"> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Company Permissions: some<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"392\" src=\"https:\/\/lh7-us.googleusercontent.com\/SfEZtZHS36eDvSPMfh_WQhAYnHrdmUgwjP7BpC4SlqCHIPXj1Wq4q0AB3d4FLcRVI_5sbef_vW7FcvyeeSWMjyUNX_rPHQACwFvHt8qHOb0Lrxj3l6q4wn7jsmkUH_t1v8Jfqwv44F5y3qxGldvm_ys\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"397\" src=\"https:\/\/lh7-us.googleusercontent.com\/3HK3xQ9_wntmJqf_ALXBQ_g5UCcopSEv_rg4KABUKaOs_jrHyTdLpqcK14YkTp1gFXLDNqES2Qg5NDo-_LY2KwcFmSltNJ2GTlevbypQF-VVGRT6ous9ecjEokt5xruelZioRNTc9egXTynMQqxbNzE\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"435\" src=\"https:\/\/lh7-us.googleusercontent.com\/7cRMCFu9SThIloQZyO9yocoerOk2dzP25Pt9bjJ7WtY8hHTnRYeFkSio7512PwHLGAwtXZQ3G4EvA3ztjSigVj4MJr5Oi5Lr-m76Qwn50K1ri6CqzKV8_lJwCHCYcfaE1LSwtw11OHC1LNl17OV1eeE\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Administration Permissions: read-only access to Company info:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"389\" src=\"https:\/\/lh7-us.googleusercontent.com\/Zcm68DzUd6Po7SesMXcHRtgQiyVcUKEvR7-Q5AoWqmFhWdHZ44fEo1HAgAZDtFr-KtBOXJ5TI8Qi4ZVmwJ8TyqYLwfOkjbiugWHglr0kWj4jz69VseCCXfbN3KhmWLPzqN4P5wmc3LYWl68RudPRYTo\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it! Now you can continue the configuration of your Sage Intacct company to connect to Synder.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n<style>\r\n.guide-feedback-pilot{max-width:760px;margin:0 auto;}\r\n.guide-feedback-pilot > p:first-of-type{margin:0 0 20px !important;text-align:center;font-size:22px;line-height:1.35;font-weight:700;}\r\n.guide-feedback-pilot > p:nth-of-type(2){display:flex;justify-content:center;align-items:center;margin:0 0 18px;text-align:center;}\r\n.guide-feedback-pilot .wpcf7-list-item{margin:0 18px !important;}\r\n.guide-feedback-pilot > p:nth-of-type(3){display:none;max-width:760px;margin:16px auto 20px;text-align:left;}\r\n.guide-feedback-pilot:has(input[type=\"radio\"][value=\"No\"]:checked) > p:nth-of-type(3){display:block;}\r\n.guide-feedback-pilot textarea{width:100%;min-height:75px;border:1px solid #d6dbe1;border-radius:6px;padding:14px;font-size:16px;box-sizing:border-box;}\r\n.guide-feedback-pilot > p:last-of-type{text-align:center;margin-top:10px;}\r\n.guide-feedback-pilot .wpcf7-submit{position:absolute !important;left:-9999px !important;width:1px !important;height:1px !important;opacity:0 !important;pointer-events:none !important;}\r\n<\/style>\r\n\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f27109-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"27109\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/help\/wp-json\/wp\/v2\/posts\/20704\/#wpcf7-f27109-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"27109\" \/><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.2.3\" \/><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f27109-o1\" \/><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/fieldset>\n<div class=\"guide-feedback-pilot\">\n<p><strong>Was this guide helpful?<\/strong><\/p>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"helpful\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"helpful\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"helpful\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span>\n\n<input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send feedback\" \/>\n<\/div><p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"_wpcf7_ak_\"><label>&#916;<textarea name=\"_wpcf7_ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"_wpcf7_ak_js\" value=\"25\"\/><script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n<\/p><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n<script>\r\n(function(){\r\n  function init(){\r\n    document.querySelectorAll(\".wpcf7-form .guide-feedback-pilot\").forEach(function(el){\r\n      var form=el.closest(\"form\"); if(!form||form.dataset.gfpInit) return;\r\n      form.dataset.gfpInit=\"1\";\r\n      el.addEventListener(\"change\",function(e){\r\n        if(e.target&&e.target.name===\"helpful\"&&e.target.checked){\r\n          var btn=form.querySelector(\"input[type=submit],button[type=submit]\"); if(btn) btn.click();\r\n        }\r\n      });\r\n      form.addEventListener(\"wpcf7mailsent\",function(){\r\n        el.innerHTML='<p style=\"text-align:center;font-size:18px;font-weight:600;margin:20px 0;\">Thanks for your feedback!<\/p>';\r\n      });\r\n    });\r\n  }\r\n  if(document.readyState===\"loading\") document.addEventListener(\"DOMContentLoaded\",init); else init();\r\n})();\r\n<\/script>\r\n    \n","protected":false},"excerpt":{"rendered":"<p>One of the possible steps that you will need to take when connecting your Sage Intacct to Synder may be the configuration of a special role called GL Read\/Write with granular permissions. Please refer to our Sage Intacct setup guide for the comprehensive guidance on the full flow of configuration. NB: This is the minimum [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[2,357,366,462,458],"tags":[],"ppma_author":[342],"class_list":["post-20704","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-connection-troubleshooting","category-sage-intacct-accounting-integration","category-accounting-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sage Intacct: Configuring Role Permissions for Synder Webservices User - Synder<\/title>\n<meta name=\"description\" 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Today he takes part in forming product strategy for accounting automation across ecommerce and professional accounting, translating complex financial operations into systems that actually hold up at scale. Outside of work, he keeps writing, sharing his thinking on product decision-making, revenue metrics, and the analytical frameworks behind accounting automation on LinkedIn."}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20704","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2318"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=20704"}],"version-history":[{"count":2,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20704\/revisions"}],"predecessor-version":[{"id":27427,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/20704\/revisions\/27427"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=20704"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=20704"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=20704"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=20704"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}