Role Required: Sage Intacct Administrator
If the Bank Connect Administrator user is not able to connect their accounts to the Bank Feeds, please ensure that they are assigned the correct permissions.
To connect a bank account to bank feeds, you need the following permissions:
| Subscription |
Cash Management Sage Cloud Services |
| User Type | Business user with admin privileges |
| Permissions |
Checking accounts: Add, Edit, View, List Savings accounts: Add, Edit, View, List Credit card accounts: Add, Edit, View, List |
If you want to find more information about this process, visit the Sage Website:
Connect an Account to a Bank Feed
Once the account has been connected, the user with permission to perform the reconciliation will be able to view the incoming transactions. No special permission is required to see the Bank Connect transactions.