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Create Web Services user in Sage Intacct
Create Web Services user in Sage Intacct

This guide describes the steps to create a Web Services user to be used to connect to Kolleno.

Kolleno Support avatar
Written by Kolleno Support
Updated over 8 months ago

  1. Company -> Web Service User

  2. Click NEW

  3. Input values for these fields

    1. User ID

    2. Last name

    3. First name

    4. Email address

    5. Make sure the User Type = Business User

  4. Click on the ‘Roles information’ tab and select the Role created in the prior step.

  5. Click SAVE

  6. Ignore any warning that there will be a charge for creating the User

Graphical user interface, application Description automatically generated

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