Why can't I...? 

Often, if you cannot find a page or feature in Sage Intacct, it is because you do not have the proper permissions and privileges assigned to you as a user. Your user type with permissions and privileges assigned to you determine what you can see and do when you log in to Intacct.

Why can I not complete a task?

You might be unable to complete a task because of your user type. Your user type determines the maximum set of features and activities that you can access and perform in Intacct.

Business users have unlimited access rights while other users have limited access to features. Your access can be further limited by your permissions. User types define what's possible for the user to access and perform in your company. However, permissions determine what a user can actually do.

User types and permissions

If you have the correct permissions assigned to you but are the wrong user type, you will not be able to complete specific tasks. For example, say you’re a user who is an Employee user type. You know that you have permission within Accounts Receivable to add, edit, and delete customers. However, because the Employee user type only allows users to list and view customer data, the extra add, edit, and delete permissions have no effect. Learn about effective permissions for a user.

If your user type must be changed, your admin can edit user information.

More information on user types

The following table describes Intacct user types.

User type Information
Business
  • Unlimited access rights.
  • Can be assigned administrator privileges.
Employee
  • Ability to view dashboards, reports, and other data, plus limited access to other features.
    • Create or edit: My Timesheets, My Expenses, and purchase requisitions
    • Approve: Timesheets and expenses, AP purchase invoices, AP payments, and purchasing transactions
Project Manager
  • Includes access rights of an Employee user, plus limited access to projects and tasks.
    • Create or edit: Projects and tasks, My Timesheets, Staff Timesheets, My Expenses, and purchase requisitions
    • Approve: Timesheets, expenses, AP payments, and purchasing transactions
  • Available only with a subscription to Projects.
Platform
  • Includes access rights of an Employee user, plus full access to any custom applications through Platform Services.

  • Available only with a subscription to Platform Services.
CRM
  • From Salesforce, limited access to customers, sales transactions, AR transactions, and inventory.
  • Salesforce users only; no Intacct access.
Payment approver
  • Ability to view dashboards, reports, and other data, plus limited access to features designed for clients of Accountant Consoles.
    • Create or edit:  My Timesheets and My Expenses
    • Approve: AP payments, purchasing transactions, timesheets, expenses, and expense reimbursements
  • Available only under Accountant Consoles.
Warehouse
  • Ability to do everything an Employee user type has and more.
    • Create, edit, and delete transactions and price lists
    • Replenish inventory plus build and disassemble stockable kits
    • Use warehouse transfer
    • Use maintain inventory valuation, with list and view as the recommended permissions to review costing updates
  • Available only with a subscription to Inventory Control.

Why can I not see an application in the menu?

If you cannot see an application in the menu, then make sure you have the correct permissions assigned to you by your company's administrators. Permissions enable you to perform a particular function or task within a specific area of Intacct.

You can find permissions for specific tasks in the requirement dropdown tables of the Help Center. Your permissions determine what pages and activities are available to you in Intacct. For example, you might have permission within the General Ledger to view financial reports but not to add, edit, or delete them. Learn to understand your user permissions.

If your permissions need to be updated, your admin can assign permissions to users.

Why am I unable to edit permissions?

If you cannot edit permissions, you might have the wrong administrator privileges assigned to you. Administrative privileges allow Business users access to specific features and tasks within Intacct. Only Business user types can be assigned admin privileges while the other user types cannot. There are two types of administrators in Sage Intacct: full and limited.

Business users with full admin privileges can:

  • Create other users with full admin privileges

  • Edit permissions

  • Edit page layouts

  • Use the Try role feature

  • Access all features in Platform Services, which lets admins create and change pages in Intacct

  • Have automatic permissions for appropriate tasks, such as adding users, or subscribing to applications

Business users with limited admin privileges might not see the same applications and buttons as a user with full admin privileges.

If your administrative privileges need to be updated, your admin can edit user information.