| How to set up a Web Services User that will work for Estimating integration (Intacct) (SQL) |
Resolution | - Set up a Web Services User in Intacct of type Business, with limited admin privileges.
- Set up a Role. Assign Permissions to the role for the following Subscriptions: Administration, Company, Accounts Receivable, and Projects (may be renamed “Jobs”).
- In Administration, assign View to Application Subscriptions.
- In Company, assign View to Departments and Locations (Departments may be optional)
- In Accounts Receivable, assign View to Customers(Customers may be optional)
- In Projects, assign View to Estimate Types, Standard Cost Types and Standard Tasks. Assign All (View, Add, Edit, and Delete) to Cost Types, Tasks, Projects, and Project Estimates.
- Assign the Role to the User.
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