Monday, May 27, 2019

Custom Role Getting an Error Setting up Integration with Adaptive Insights

The user that can use with the Integration should have at least the following set of permission:

• Transactions > Find Transactions – FULL
• Transactions > Set Up Budgets – FULL
• Lists > Perform Search – FULL
• Lists > Accounts – VIEW
• Lists > Classes – VIEW
• Lists > Customers – VIEW
• Lists > Departments – VIEW
• Lists > Items – VIEW
• Lists > Locations – VIEW
• Lists > Subsidiaries – VIEW
• Reports > Balance Sheet – VIEW
• Reports > Income Statement – VIEW
• Reports > Financial Statements – VIEW
• Setup > Web Services – FULL
• Setup > Manage Accounting Periods – VIEW
• Setup > Accounting Lists – EDIT

 

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