Log in / log out

Let's take a look at how to log in and out of Planning.

Log in to Planning

Sage Intacct Planning uses single sign-on (SSO) with Sage Intacct Financials, so after you log into Sage Intacct Financials, you are also logged in to Planning.

Start

A Sage Intacct administrator from your organization must first initiate Planning, as described in Initiate Enhanced Planning.

  1. Make sure you are logged in to Sage Intacct Financials with your Sage Intacct Financials credentials.

  2. Open Planning any time with the following link: https://core.intacct-planning.com

Log out of Planning

When you log out of Planning, you are still logged in with SSO with Sage Intacct Financials, even if Sage Intacct Financials isn't open in your browser.

Start

  1. Do one of the following:

    • If Sage Intacct Financials is open in your browser, navigate to Sage Intacct Financials.

    • If Sage Intacct Financials is not open in your browser, open Sage Intacct Financials and log in with your Sage Intacct Financials credentials.

  2. From Sage Intacct Financials, select your username that appears in the top right corner of the app, and select Log out.

    Now that you are logged out of Sage Intacct Financials, you are also logged out of Planning.

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