Partner log in
This procedure is for users who have access to the Partner console in Sage Intacct Financials.
As a partner, you often work with multiple Sage Intacct Financials instances for multiple organizations. There is a secure process to log in to Planning that ensures security and data integrity, which allows you to have only one Planning instance open at a time.
Start
-
From Sage Intacct Financials, go to Applications > Console > Instances.
-
From My instances, navigate to the instance you want to slide in to, and select Switch to Instance.
For more information, see Slide in to an instance in the Sage Intacct Financials help center.
-
Select Planning from the app switcher or go to the Applications > Planning.
If you don't see Planning, do the following:
-
In Sage Intacct Financials, from Company > Users, navigate to your user and select Edit.
-
In Product access, make sure Planning is checked.
-
-
From the Choose identity tab, select the instance of Planning you want to open.
Planning opens in a new tab.
Only one instance of Planning can be open at any given time.
If another Planning instance is open, you are logged out of that instance. Any unsaved work is lost.
Jordan is a Sage partner who manages Sage Intacct Financials for two organizations: Shoe Style and Seeds of Hope.
He slides into the Shoe Style instance, opens Planning from the app switcher, and then from the Choose identity tab, he selects Shoe Style.
When he needs to review the Seeds of Hope plan, he slides in to that instance and opens Planning. He then tries to pick up where he left off from the Shoe Style Planning tab, but a message explains that only one instance of Planning can be open.
Is this helpful?
In this topic