Roles and Permissions in Sage Intacct

In Sage Intacct, roles and permissions are used to control access to various features, modules, and data within the system. This helps ensure that only authorised users can view, modify, or manage specific aspects of the system. By assigning roles and permissions, administrators can tailor the user experience and secure sensitive data based on the needs and responsibilities of each user.

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Best Practices for Roles and Permissions in Sage Intacct:

1. Follow the Principle of Least Privilege: Grant users only the permissions they need to perform their job functions. This minimizes the risk of unauthorized access or accidental changes to sensitive data.
2. Regularly Review and Update Roles: As employees transition within your organization, regularly review and adjust their roles and permissions to ensure they have appropriate access.
3. Use Multiple Roles for Granular Control: You can assign multiple roles to users if necessary. For example, a user might need access to both Sales Orders and Accounts Receivable. Assigning multiple roles allows you to grant a wide range of permissions without providing access to unrelated areas.
4. Utilise Audit Logs: Regularly review audit logs to monitor user activities and ensure compliance with security policies.
5. Testing and Training: Before granting full access to new roles, test them to ensure users have the correct access and are not able to access sensitive data inadvertently.