User management FAQs

From the dropdown menu which appears to the left of your profile name in the top-right corner of the application, you may need to switch companies. If you still don’t see your budget, contact your Sage Intacct Planning support team.

When you work with a partner, support, or a member of our Professional Services team, they’ll be granted access to at least one of your budgets. To provide improved visibility to who has access to your budgets, these users are now visible in your Users list. They also have the ability to remove user access. You can always set an expiration date to automatically revoke access to your budgets.

The process to share a full or partial part of any budget remains the same. However, you need to first add a user to the users list before you can share a budget with them. For more information, see Share your budget.

Budgets are associated with both a user and the associated companies. If you have access to multiple Planning companies, you can switch to a different company from the dropdown menu which appears to the left of your profile name in the top-right corner of the application. Switching between companies changes which budgets are available to you.

Budgets are associated with companies, so before creating a budget you need to ensure that you appear as a user in your client's company. To do this, your client needs to add you to their company from the Administration page of their application.

An administrator cannot change someone's name or email address in the system.

Do one of the following:

1. Delete the original user account and create a new account with new credentials.

2. Share the budget you had previously shared with the user.

3. The affected user can go to My Profile and change their details if needed.

• Customer - Most common type. Probably a colleague with whom you want to share one or more of your budgets.

• Contractor - A partner, or a member of the Sage Professional Service team to work with you during implementation and beyond.

• Support - A support representative that needs access to a budget to troubleshoot an issue with you.

The user is set to inactive and no longer has access to your application. To regain access, set the user's account to activate and update the expiration date to a future date.

Neither the Administrator nor user receives notification of the expiration.

When you add a user to your application, the user receives an email to authenticate their email address. Until the user completes their registration, the user status appears as Pending.

• 9 - 50 characters

• An upper case letter

• A lower case letter

• 1 number

• 1 symbol

The Administration option in your application is only visible to up to two Primary Administrators. If you’re not a Primary Administrator and you need to be, you need to have one of the other Primary Administrators in your account assign that role to you. If the Primary Administrator no longer works for your company, contact your Sage Account Manager or your Sage Intacct Planning support team.

Contact Sage Intacct Planning support team

The user that you are trying to add already exists in the Sage Intacct Planning system but not in your company. In this case, the already existing user is simply mapped to your company.