View Only Role Configuration

This guide provides step-by-step instructions for configuring and assigning the View Only role in Sage Intacct Real Estate (SIRE). This role is intended for users who need read-only access to the system.

Create the SIRE View Only Role

To configure a View Only role:

Required Subscriptions

Only the two Real Estate subscriptions are required for this role:

• Real Estate

• Real Estate

Permissions Setup

• First Real Estate permission: Assign only the List permission for all objects.

• Second Real Estate permission: Assign both List and View permissions for all objects.

Assign the View Only Role to Users

Once the View Only role is created:

• Assign it to the appropriate users.

• Do not assign any additional Real Estate roles to the same user.

User Access Overview

Setup Menu Access

• Users will have read-only access to all items in the Setup menu.

• They can view and list configurations, but cannot create or edit any items.

Task Menu Access

Users will have limited access to the following items:

• Leases

• Terminate Leases

• Tenant Statement

• Deposits

My Preferences Access

• Users can view the My Preferences section.

• No changes can be made or saved to personal settings.

Homepage Shortcuts

• The Shortcuts section on the homepage will not be visible to users with the View Only role.

Summary