Initiate Sage Planning

Welcome! Let's see how to initiate Planning and log in for the first time.

Single sign-on (SSO)

Planning uses SSO with Sage Intacct, so after you log into Intacct, you don't need to log in separately to Planning.

The user management system in Planning is based on users from Intacct. To add users, see Add a user in the Sage Intacct help center.

Initiate the application

Start

1. Log in to Sage Intacct.

   Use the credentials of the organization that you want to initiate Planning for.

2. Do the following:

   1. From Company > Users, navigate to your user and select Edit.

   2. In Product access, check Planning.

   3. Set Sage Intacct Financials permissions > Admin privileges to Full.

   4. Select Save.

      

3. Find the email invitation titled Get started with Sage Planning and select Initiate Sage Planning.

4. From the window that opens in your browser, select Yes, initiate.

   

5. (Optional) Invite other users from your organization to Planning, as follows:

   1. From Company > Users, navigate to the user and select Edit.

   2. In Product access, make sure Planning is checked.

6. The first user that logs in to Planning is defined the first owner. Do one of the following:

   • If you want to be the first owner, log in to Planning with the following link: https://core.intacct-planning.com/login

   • If you want another admin that has full privileges other than yourself to be the first owner, share the following link with them and make sure they log in: https://core.intacct-planning.com/login

     You can add and remove owners at any time. There needs to be at least one owner. For more information, see Manage user permissions.

Add users, grant access, and share plans

Start

1. Add users in Sage Intacct. For more information, see Add a user.

2. Share the following link with a Sage Intacct user from your organization: https://core.intacct-planning.com

3. Make sure they open Planning, otherwise they won't be added as users in Planning.

4. In Planning, navigate to Settings > Permissions Management.

5. Do the following:

   1. Grant users access to plan data, as described in Manage user permissions.

   2. Share plans with users, as described in Share and unshare.

      Users can only see plans after you grant them access to plan data and share plans with them.