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A sender ID can be authorized for more than one company and can be tracked through an audit history report.

The sender

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In addition, the administrator for the target company must:

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Instructions vary slightly depending on the client defining their security as “Role-Based” or “User-Based”.

Create Access for UI User

The user will be used to install the DATABASICS menu option for the extract as well as used to validate data we are pulling from Intacct into DATABASICS. This user will need to have access to the Platform Services module as well as the settings below.

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Create User with Role-Based security

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