Troubleshooting Installation

Refresh Orchid EFT Roles, subscriptions and Permissions.

When to use

After importing the Orchid_EFT XML file to install the application, you may have issues with security on the Orchid custom objects.

Scenario:

There is no SAVE button on the EFT Permissions screen or the EFT Licence screen.

Scenario:

After entering the Orchid EFT activation code then you click on Save, the license does not save, and there are no error messages.

Check and Refresh Roles and permissions on EFT objects

  1. Check the permissions for the roles associated with your user ID.

  2. Even if the permissions look OK, you need to trun them off, save, turn them back on, log out of Sage Intacct to refresh the permissions on the EFT objects.

Detailed steps: 

Amend your Orchid EFT Permissions as follows:

  • Select the Company \ Role(s) containing Orchid EFT Permissions for your user id.

  • For each Role select Subscriptions (1) \ Orchid EFT (2) and Permissions (3)

    • Select “None” for Objects (4), Actions (5) and Menus (6) and Save (7)

  • Go back into Subscriptions (1) \ Orchid EFT (2) and Permissions (3)

    • Select “All” for Objects (8), Actions (9) and Menus (10) and Save (7)

  • Click Function key (fn) F5 to refresh permissions or sign off and sign on again.

This should refresh your permissions to access the Orchid EFT objects (mainly EFT Permissions and EFT Licence screens) and you should have the Save button.

Tip: Sometimes it takes a few minutes to refresh the permissions.