Insights

12 Days of Sage Intacct: Roles & Permissions

Day 9

As a premier Sage Intacct partner, we wind down our year and celebrate how, for 20 years, they have brought us tidings and joy (and excellent finance and accounting tools). We gladly bring you … the 12 Days of Sage Intacct.

On the ninth day of Christmas, Sage Intacct gave to me: role-based user permissions to simplify user creation and ensure segregation of duties.

Sage Intacct has two options for assigning permissions: user-based and role-based. User-based permissions, as you’d expect, are assigned manually on a user-by-user basis. While this is rarely a challenge for very small companies, organizations experiencing rapid growth find individually assigning detailed permissions for each additional user frustrating and time consuming.

Enter role-based permissions!

Companies can create roles for each position within their organization and assign only the permissions required for that role in order to be able to fulfill its responsibilities. A single role can be assigned to multiple users in Sage Intacct, allowing fast-growing companies to assign permissions for new users quickly and efficiently. Roles can “stack” as well, allowing organizations to assign multiple roles to a single user, which increases access for employees who serve multiple functions.

As an added bonus, well-designed roles help secure the system by preventing risks associated with poor segregation of duties. For example, an Accounts Payable clerk may be able to add a vendor to the system, but only their manager would be able to enter financial information in order to send payments.

Sage Intacct’s permissions options offer far more than we can explain here. To learn more about Sage Intacct and sign up for their 30-minute Coffee Break Demo, click here. To learn more about CrossCountry’s Sage Intacct capabilities, please click here.

 

12 Days of Sage Intacct: Project Accounting
12 Days of Sage Intacct: Financial Reporting Tools
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