Users are individuals who have access to some part of Sage Intacct. Most users are employees, but users might also be outside the company, such as accountants, attorneys, bankers, vendors, customers, or auditors.
Any person that wants to log in through the UI or API must have a unique user record.
Returns a collection with a key, ID, and link for each user. This operation is mostly for use in testing; use the query service to find users that meet certain criteria and specify the properties that are returned.
Subscription | Administration |
---|---|
User type | Business user with admin privileges |
Permissions | List Users |
OK
Bad Request
{- "ia::result": [
- {
- "key": "1",
- "id": "Admin",
- "href": "/objects/company-config/user/1"
}, - {
- "key": "2",
- "id": "Jane Doe",
- "href": "/objects/company-config/user/2"
}, - {
- "key": "4",
- "id": "Larry Smith",
- "href": "/objects/company-config/user/4"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new user. The user must be associated with a new or existing contact.
key
or id
. The contact must have values for the first and last name.id
, printAs
, firstName
, and lastName
, plus any other contact fields you want to set.Subscription | Administration |
---|---|
User type | Business, Employee, Project Manager, and Warehouse |
Permissions | Add Users |
User to create
id required | string User login ID. This unique identifier cannot be changed after the user is created. Example: "john.doe" | ||||||||||||||||||||||||||||||||||||||||||||||||||
accountEmail required | |||||||||||||||||||||||||||||||||||||||||||||||||||
required | object The contact associated with this user. | ||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
userName | string The name that will be used to identify the user. This name is displayed in the user interface. Example: "John Doe" | ||||||||||||||||||||||||||||||||||||||||||||||||||
userType | string Default: "business" The user type for this user. User types determines the maximum set of features and activities that a user can access and perform in Intacct. The things a user can do also depend on the permissions that are assigned to the user. For more information see User types Example: "employee" | ||||||||||||||||||||||||||||||||||||||||||||||||||
adminPrivileges | string Default: "off" User admin privileges.
Example: "off" | ||||||||||||||||||||||||||||||||||||||||||||||||||
status | string Default: "active" User status.
Example: "active" | ||||||||||||||||||||||||||||||||||||||||||||||||||
object Whether the user can use Sage Intacct Web Services (API). | |||||||||||||||||||||||||||||||||||||||||||||||||||
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object Password properties. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object Single sign-on settings for the user. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object Entity level restrictions. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
trustedDevices | string Default: "companyDefault" Whether to recognize trusted devices for the user-- always, never, or use the company setting. Example: "always" | ||||||||||||||||||||||||||||||||||||||||||||||||||
isChatterDisabled | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||||||||||||||||||||||||
hideOtherDepartmentTransactions | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Locations that the user is allowed to view and work with. Leave empty to allow the user to work with all locations. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Departments that the user is allowed to view and work with. Leave empty to allow the user to work with all departments. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects List of territories that the user is assigned to. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects List of roles assigned to the user. The array will be empty for companies that have user-based permissions. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Array of objects that define the permissions and access rights assigned to the user. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object The entity that the user is associated with. Users created at the top level do not have an entity reference so the | |||||||||||||||||||||||||||||||||||||||||||||||||||
|
Created
Bad Request
{- "id": "Admin",
- "userName": "Admin",
- "userType": "business",
- "adminPrivileges": "full",
- "contact": {
- "id": "jsmith",
- "permissionAssignments": [
- {
- "permission": {
- "key": "404"
}, - "accessRights": [
- "list",
- "delete"
]
}, - {
- "permission": {
- "key": "253"
}, - "accessRights": [
- "list"
]
}
]
}
}
{- "ia::result": {
- "key": "102",
- "id": "Admin",
- "href": "/objects/company-config/user/102"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified user.
Subscription | Administration |
---|---|
User type | Business, Employee, Project Manager, and Warehouse |
Permissions | View Users |
key required | string System-assigned key for the user. Example: 65 |
OK
Bad Request
{- "ia::result": {
- "id": "Admin",
- "userName": "Admin",
- "contact": {
- "mailingAddress": {
- "addressLine1": "744 Edgewater Blvd",
- "addressLine2": "Apt 104",
- "addressLine3": "Western industrial area",
- "city": "San Jose",
- "state": "CA",
- "postCode": "95110",
- "country": "United States"
}, - "id": "contact01650967341",
- "lastName": "John",
- "firstName": "E.",
- "middleName": "Doe",
- "prefix": "Mr",
- "printAs": "John E. Doe",
- "email2": null,
- "phone1": "6692248123",
- "phone2": null,
- "mobile": "1222455566",
- "pager": null,
- "fax": "1222455566",
- "URL2": null,
- "companyName": "Sage Inc",
- "key": "3446",
- "href": "/objects/company-config/contact/3446"
}, - "adminPrivileges": "off",
- "userType": "business",
- "webServices": {
- "isEnabled": true,
- "isRestricted": false
}, - "status": "active",
- "entityAccess": {
- "allowUnrestrictedAccess": true,
- "allowToplevelAccess": false
}, - "password": {
- "neverExpires": true,
- "requiresReset": false,
- "disablePassword": false
}, - "audit": {
- "createdDateTime": "2022-04-26T10:17:12Z",
- "modifiedDateTime": "2022-04-26T11:05:26Z",
- "createdBy": "110",
- "modifiedBy": "109"
}, - "key": "65",
- "isChatterDisabled": false,
- "hideOtherDepartmentTransactions": false,
- "entity": {
- "key": "54",
- "id": "313131",
- "name": "Central Region",
- "href": "/objects/company-config/entity/54"
}, - "locations": [
- {
- "key": "87",
- "id": "London",
- "href": "/objects/company-config/location/87"
}, - {
- "key": "92",
- "id": "Paris",
- "href": "/objects/company-config/location/92"
}
], - "departments": [
- {
- "key": "55",
- "id": "Sales",
- "href": "/objects/company-config/department/55"
}, - {
- "key": "65",
- "id": "Accounting",
- "href": "/objects/company-config/department/65"
}
], - "territories": [
- {
- "key": "22",
- "id": "South",
- "href": "/objects/accounts-receivable/territory/22"
}, - {
- "key": "32",
- "id": "West",
- "href": "/objects/accounts-receivable/territory/32"
}
], - "roles": [
- {
- "key": "2",
- "id": "::SYS::Multi Entity Shared-ROLE-FOR - Admin",
- "href": "/objects/company-config/role/2"
}, - {
- "key": "23",
- "id": "::SYS::Multi Entity Shared-ROLE-FOR - User",
- "href": "/objects/company-config/role/23"
}
], - "permissionAssignments": [
- {
- "permission": {
- "id": "404",
- "key": "404",
- "href": "/objects/company-config/permission/404"
}, - "accessRights": [
- "list",
- "delete"
]
}, - {
- "permission": {
- "id": "253",
- "key": "253",
- "href": "/objects/company-config/permission/253"
}, - "accessRights": [
- "list",
- "delete"
]
}
], - "sso": {
- "isSSOEnabled": true,
- "federatedSSOId": "john.doe"
}, - "trustedDevices": "never",
- "href": "/objects/company-config/user/65"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing user by setting field values. Any fields not provided remain unchanged.
Subscription | Administration |
---|---|
User type | Business user with admin privileges |
Permissions | Edit Users |
key required | string System-assigned key for the user. Example: 65 |
userName | string The name that will be used to identify the user. This name is displayed in the user interface. Example: "John Doe" | ||||||||||||||||||||||||||||||||||||||||||||||||||
accountEmail | |||||||||||||||||||||||||||||||||||||||||||||||||||
userType | string Default: "business" The user type for this user. User types determines the maximum set of features and activities that a user can access and perform in Intacct. The things a user can do also depend on the permissions that are assigned to the user. For more information see User types Example: "employee" | ||||||||||||||||||||||||||||||||||||||||||||||||||
adminPrivileges | string Default: "off" User admin privileges.
Example: "off" | ||||||||||||||||||||||||||||||||||||||||||||||||||
status | string Default: "active" User status.
Example: "active" | ||||||||||||||||||||||||||||||||||||||||||||||||||
object Whether the user can use Sage Intacct Web Services (API). | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object Password properties. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object Single sign-on settings for the user. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object Entity level restrictions. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object The contact associated with this user. | |||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||
trustedDevices | string Default: "companyDefault" Whether to recognize trusted devices for the user-- always, never, or use the company setting. Example: "always" | ||||||||||||||||||||||||||||||||||||||||||||||||||
isChatterDisabled | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||||||||||||||||||||||||
hideOtherDepartmentTransactions | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Locations that the user is allowed to view and work with. Leave empty to allow the user to work with all locations. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Departments that the user is allowed to view and work with. Leave empty to allow the user to work with all departments. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects List of territories that the user is assigned to. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects List of roles assigned to the user. The array will be empty for companies that have user-based permissions. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
Array of objects Array of objects that define the permissions and access rights assigned to the user. | |||||||||||||||||||||||||||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||||||||||||||||||||||||||
object The entity that the user is associated with. Users created at the top level do not have an entity reference so the | |||||||||||||||||||||||||||||||||||||||||||||||||||
|
OK
Bad Request
{- "userName": "Admin",
- "status": "inactive",
- "permissionAssignments": [
- {
- "permission": {
- "key": "404"
}, - "accessRights": [
- "list"
]
}
]
}
{- "ia::result": {
- "key": "65",
- "id": "Admin",
- "href": "/objects/company-config/user/65"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
After a user logs in to Sage Intacct, they cannot be deleted. Users are preserved to maintain the audit trail throughout Intacct.
key required | string System-assigned key for the user. Example: 65 |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}
Queries an object for filtered data.
object | string Object type to query, in the form Example: "company-config/user" | ||||||||
fields | Array of strings List of fields to include in the response. Can be any combination of these:
Example: ["key","id","max:vendor.creditLimit"] | ||||||||
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object) Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the result set, 4000 maximum. Example: 100 |
OK
Bad Request
{- "object": "company-config/user",
- "filters": [
- {
- "$eq": {
- "contact.id": "2374"
}
}
], - "fields": [
- "key",
- "id",
- "userName",
- "status",
- "href"
]
}
{- "ia::result": [
- {
- "key": "53",
- "id": "wmikawber",
- "userName": "Wilkins Micawber",
- "status": "active",
- "href": "/objects/company-config/user/53"
}
], - "ia::meta": {
- "totalCount": 1,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}